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
176
$41K 0.02%
+1,872
177
$41K 0.02%
705
178
$41K 0.02%
666
179
$40K 0.02%
+1,312
180
$39K 0.01%
1,288
181
$39K 0.01%
504
182
$39K 0.01%
182
+30
183
$39K 0.01%
943
184
$38K 0.01%
481
185
$38K 0.01%
250
186
$37K 0.01%
158
187
$36K 0.01%
570
188
$36K 0.01%
2,410
+99
189
$35K 0.01%
131
190
$34K 0.01%
146
191
$34K 0.01%
725
192
$34K 0.01%
98
193
$33K 0.01%
+961
194
$33K 0.01%
707
195
$33K 0.01%
2,150
196
$32K 0.01%
190
197
$32K 0.01%
+2,739
198
$32K 0.01%
671
+210
199
$32K 0.01%
125
200
$32K 0.01%
223
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8
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