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
$199M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.72M
3
+$2.36M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.92M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.24M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$524K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$258K

Sector Composition

1 Technology 1.4%
2 Real Estate 0.58%
3 Healthcare 0.49%
4 Industrials 0.46%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
+450
177
$24K 0.01%
190
178
$23K 0.01%
2,311
+100
179
$22K 0.01%
100
180
$22K 0.01%
190
181
$22K 0.01%
250
182
$22K 0.01%
587
+85
183
$22K 0.01%
109
184
$22K 0.01%
633
185
$21K 0.01%
103
186
$21K 0.01%
126
187
$21K 0.01%
350
188
$20K 0.01%
200
189
$20K 0.01%
481
190
$20K 0.01%
119
+20
191
$20K 0.01%
1,400
192
$20K 0.01%
380
193
$20K 0.01%
600
194
$20K 0.01%
110
195
$19K 0.01%
800
-100
196
$19K 0.01%
461
197
$19K 0.01%
1,753
198
$19K 0.01%
1,086
199
$19K 0.01%
98
200
$18K 0.01%
612
6 7
8
9 10