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
1
$34.7M 17.41%
1,625,894
-87,565
2
$14.8M 7.45%
44,145
+14,049
3
$13.7M 6.86%
625,495
+8,900
4
$12.7M 6.37%
552,569
-6,300
5
$10.8M 5.41%
507,399
-239,697
6
$8.54M 4.29%
365,411
-11,030
7
$8.53M 4.29%
373,215
+2,657
8
$8.27M 4.15%
143,152
+115,344
9
$6.57M 3.3%
58,396
+20,981
10
$6.24M 3.13%
254,225
+16,527
11
$4.9M 2.46%
56,624
-80,535
12
$4.04M 2.03%
66,095
+14,333
13
$3.56M 1.79%
96,075
+26,240
14
$3.14M 1.58%
196,538
+21,211
15
$2.97M 1.49%
136,284
+39,819
16
$2.94M 1.48%
48,072
-842
17
$2.84M 1.43%
42,178
-798
18
$2.57M 1.29%
102,528
+11,002
19
$2.56M 1.29%
40,224
+16,075
20
$2.4M 1.21%
56,565
-1,246
21
$1.92M 0.96%
+8,655
22
$1.81M 0.91%
71,916
+1,735
23
$1.49M 0.75%
21,230
+213
24
$1.47M 0.74%
12,681
+149
25
$1.37M 0.69%
24,086
-316
1
2 3 4 5