IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$432K
3
+$383K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$378K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$262K

Top Sells

1
+$16M
2
+$14.9M
3
+$9.4M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$7.2M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.88M

Sector Composition

1 Industrials 1.95%
2 Consumer Discretionary 1.34%
3 Technology 1.05%
4 Healthcare 0.61%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
192
177
$8K 0.01%
396
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$8K 0.01%
125
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171
180
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450
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$8K 0.01%
275
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$8K 0.01%
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183
$7K 0.01%
100
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$7K 0.01%
70
185
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128
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$7K 0.01%
1,500
187
$7K 0.01%
110
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41
189
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100
190
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320
191
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192
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$7K 0.01%
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$6K 0.01%
120
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$6K 0.01%
130
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22
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$6K 0.01%
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$6K 0.01%
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$6K 0.01%
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200
$6K 0.01%
3
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