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
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.55M
3
+$4.24M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$3.87M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.77M

Top Sells

1
+$5.47M
2
+$4.3M
3
+$2.99M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.22M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$882K

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
+1,500
227
$7K ﹤0.01%
350
228
$7K ﹤0.01%
33
229
$7K ﹤0.01%
90
230
$7K ﹤0.01%
62
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$6K ﹤0.01%
125
-146
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123
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$6K ﹤0.01%
33
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115
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-6
236
$6K ﹤0.01%
140
237
$6K ﹤0.01%
+75
238
$6K ﹤0.01%
320
239
$6K ﹤0.01%
115
240
$6K ﹤0.01%
141
241
$6K ﹤0.01%
67
-6
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$5K ﹤0.01%
+500
245
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131
246
$5K ﹤0.01%
157
+152
247
$5K ﹤0.01%
177
248
$5K ﹤0.01%
+195
249
$5K ﹤0.01%
+61
250
$5K ﹤0.01%
99
8 9
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