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
201
$31K 0.01%
451
202
$30K 0.01%
+801
203
$30K 0.01%
+1,227
204
$29K 0.01%
58
205
$29K 0.01%
+771
206
$29K 0.01%
+610
207
$28K 0.01%
+1,241
208
$28K 0.01%
414
+384
209
$28K 0.01%
454
210
$27K 0.01%
100
211
$27K 0.01%
190
212
$27K 0.01%
4
-9
213
$26K 0.01%
190
214
$26K 0.01%
1,159
+1,115
215
$26K 0.01%
250
216
$25K 0.01%
530
-57
217
$25K 0.01%
+600
218
$25K 0.01%
+239
219
$25K 0.01%
+745
220
$25K 0.01%
+720
221
$24K 0.01%
200
222
$24K 0.01%
+483
223
$24K 0.01%
800
224
$24K 0.01%
150
225
$24K 0.01%
103
7 8
9
10 11