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

Top Buys

1
+$6.53M
2
+$4.68M
3
+$2.38M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.89M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.2M

Top Sells

1
+$6.97M
2
+$5.09M
3
+$1.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$526K
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
201
$18K 0.01%
633
202
$18K 0.01%
85
203
$18K 0.01%
+350
204
$18K 0.01%
+1,080
205
$18K 0.01%
600
206
$18K 0.01%
+679
207
$18K 0.01%
333
208
$18K 0.01%
231
209
$18K 0.01%
320
210
$18K 0.01%
180
211
$18K 0.01%
200
212
$17K 0.01%
350
213
$17K 0.01%
400
214
$16K 0.01%
576
215
$16K 0.01%
250
216
$16K 0.01%
62
+30
217
$16K 0.01%
165
218
$16K 0.01%
94
219
$16K 0.01%
320
220
$16K 0.01%
80
-180
221
$16K 0.01%
523
222
$16K 0.01%
1,509
223
$16K 0.01%
200
224
$15K 0.01%
250
225
$15K 0.01%
1,000
7 8
9
10 11