IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$4.71M
3
+$3.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.87M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.79M

Top Sells

1
+$10.8M
2
+$8.54M
3
+$4.7M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$2.68M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.81M

Sector Composition

1 Technology 13.3%
2 Healthcare 3.63%
3 Consumer Discretionary 2.98%
4 Communication Services 1.73%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.03%
1,204
+1,048
152
$67K 0.03%
2,620
-1,350
153
$66K 0.02%
400
154
$64K 0.02%
1,660
+1,048
155
$64K 0.02%
1,024
156
$64K 0.02%
456
157
$62K 0.02%
2,927
158
$62K 0.02%
655
+363
159
$61K 0.02%
340
160
$59K 0.02%
895
+785
161
$59K 0.02%
+419
162
$55K 0.02%
371
+13
163
$54K 0.02%
3,600
164
$49K 0.02%
732
165
$47K 0.02%
1,585
166
$47K 0.02%
+2,257
167
$47K 0.02%
810
168
$46K 0.02%
3,000
169
$46K 0.02%
548
170
$45K 0.02%
842
+454
171
$44K 0.02%
226
172
$42K 0.02%
258
173
$42K 0.02%
145
174
$42K 0.02%
1,250
175
$41K 0.02%
343
5 6
7
8 9