IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
201
$6K ﹤0.01%
+131
202
$6K ﹤0.01%
+115
203
$6K ﹤0.01%
+116
204
$6K ﹤0.01%
+350
205
$6K ﹤0.01%
+140
206
$6K ﹤0.01%
+35
207
$6K ﹤0.01%
+33
208
$6K ﹤0.01%
+201
209
$6K ﹤0.01%
+180
210
$6K ﹤0.01%
+14
211
$6K ﹤0.01%
+141
212
$6K ﹤0.01%
+73
213
$6K ﹤0.01%
+162
214
$5K ﹤0.01%
+131
215
$5K ﹤0.01%
+160
216
$5K ﹤0.01%
+41
217
$5K ﹤0.01%
+46
218
$5K ﹤0.01%
+175
219
$5K ﹤0.01%
+33
220
$5K ﹤0.01%
+99
221
$5K ﹤0.01%
+123
222
$4K ﹤0.01%
+80
223
$4K ﹤0.01%
+79
224
$4K ﹤0.01%
+120
225
$4K ﹤0.01%
+125
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9
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