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
$92.2M
AUM Growth
-$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$424K
3
+$374K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$371K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$256K

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
201
$6K 0.01%
+122
202
$5K 0.01%
73
203
$5K 0.01%
159
204
$5K 0.01%
177
205
$5K 0.01%
120
206
$5K 0.01%
110
207
$5K 0.01%
90
208
$5K 0.01%
115
209
$5K 0.01%
75
210
$5K 0.01%
36
211
$5K 0.01%
8
212
$4K ﹤0.01%
133
213
$4K ﹤0.01%
61
214
$4K ﹤0.01%
60
215
$4K ﹤0.01%
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216
$4K ﹤0.01%
249
217
$4K ﹤0.01%
40
218
$4K ﹤0.01%
69
219
$4K ﹤0.01%
50
220
$3K ﹤0.01%
52
221
$3K ﹤0.01%
15
222
$3K ﹤0.01%
26
223
$3K ﹤0.01%
30
-25
224
$3K ﹤0.01%
100
225
$3K ﹤0.01%
1,150
7 8
9
10 11