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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$485K
3
+$469K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$414K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$406K

Top Sells

1
+$347K
2
+$271K
3
+$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
458
177
$10K 0.01%
350
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200
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$8K 0.01%
6
180
$8K 0.01%
385
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$8K 0.01%
275
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$8K 0.01%
171
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$8K 0.01%
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$8K 0.01%
115
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$8K 0.01%
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186
$7K ﹤0.01%
100
187
$7K ﹤0.01%
120
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$7K ﹤0.01%
396
189
$7K ﹤0.01%
70
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$7K ﹤0.01%
125
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$7K ﹤0.01%
134
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$7K ﹤0.01%
166
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$7K ﹤0.01%
61
195
$7K ﹤0.01%
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196
$7K ﹤0.01%
110
197
$7K ﹤0.01%
422
198
$6K ﹤0.01%
3
199
$6K ﹤0.01%
73
200
$6K ﹤0.01%
159
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