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
$211M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.6M
3
+$728K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$622K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$604K

Top Sells

1
+$699K
2
+$478K
3
+$477K
4
WNS
WNS Holdings
WNS
+$401K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$326K

Sector Composition

1 Consumer Discretionary 1.3%
2 Technology 0.79%
3 Industrials 0.53%
4 Healthcare 0.32%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
856
227
$7K ﹤0.01%
1,150
228
$6K ﹤0.01%
73
229
$6K ﹤0.01%
125
230
$6K ﹤0.01%
130
231
$6K ﹤0.01%
+400
232
$6K ﹤0.01%
61
233
$6K ﹤0.01%
123
234
$6K ﹤0.01%
115
235
$6K ﹤0.01%
110
236
$6K ﹤0.01%
75
237
$6K ﹤0.01%
41
238
$6K ﹤0.01%
320
239
$6K ﹤0.01%
115
240
$6K ﹤0.01%
14
241
$6K ﹤0.01%
50
242
$6K ﹤0.01%
67
243
$6K ﹤0.01%
+285
244
$5K ﹤0.01%
131
245
$5K ﹤0.01%
155
-2
246
$5K ﹤0.01%
+120
247
$5K ﹤0.01%
+300
248
$5K ﹤0.01%
+100
249
$5K ﹤0.01%
+495
250
$5K ﹤0.01%
177
8 9
10
11 12