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
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$17.6M
3
+$10.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.89M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K 0.01%
+10
177
$11K 0.01%
+240
178
$10K 0.01%
+87
179
$10K 0.01%
+229
180
$10K 0.01%
+458
181
$9K 0.01%
+1,150
182
$9K 0.01%
+198
183
$9K 0.01%
+63
184
$9K 0.01%
+188
185
$9K 0.01%
+260
186
$8K ﹤0.01%
+100
187
$7K ﹤0.01%
+803
188
$7K ﹤0.01%
+62
189
$7K ﹤0.01%
+115
190
$7K ﹤0.01%
+320
191
$7K ﹤0.01%
+176
192
$7K ﹤0.01%
+130
193
$7K ﹤0.01%
+130
194
$7K ﹤0.01%
+130
195
$7K ﹤0.01%
+130
196
$6K ﹤0.01%
+162
197
$6K ﹤0.01%
+73
198
$6K ﹤0.01%
+141
199
$6K ﹤0.01%
+14
200
$6K ﹤0.01%
+90
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