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
201
$18K 0.01%
600
202
$18K 0.01%
200
203
$18K 0.01%
180
204
$18K 0.01%
+540
205
$18K 0.01%
+350
206
$18K 0.01%
320
207
$18K 0.01%
231
208
$18K 0.01%
333
209
$18K 0.01%
85
210
$18K 0.01%
633
211
$18K 0.01%
612
212
$17K 0.01%
400
213
$17K 0.01%
350
214
$16K 0.01%
200
215
$16K 0.01%
1,509
216
$16K 0.01%
320
217
$16K 0.01%
94
218
$16K 0.01%
576
219
$16K 0.01%
165
220
$16K 0.01%
523
221
$16K 0.01%
80
-180
222
$16K 0.01%
62
+30
223
$16K 0.01%
250
224
$15K 0.01%
+605
225
$15K 0.01%
250
7 8
9
10 11