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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.7M
3
+$9M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$8.52M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.97%
2 Industrials 0.81%
3 Technology 0.51%
4 Financials 0.31%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
+123
227
$3K ﹤0.01%
+63
228
$3K ﹤0.01%
+100
229
$3K ﹤0.01%
+71
230
$3K ﹤0.01%
+6
231
$3K ﹤0.01%
+133
232
$3K ﹤0.01%
+75
233
$3K ﹤0.01%
+98
234
$3K ﹤0.01%
+195
235
$3K ﹤0.01%
+120
236
$3K ﹤0.01%
+26
237
$3K ﹤0.01%
+75
238
$3K ﹤0.01%
+99
239
$3K ﹤0.01%
+100
240
$3K ﹤0.01%
+100
241
$3K ﹤0.01%
+71
242
$2K ﹤0.01%
+456
243
$2K ﹤0.01%
+46
244
$2K ﹤0.01%
+67
245
$2K ﹤0.01%
+61
246
$2K ﹤0.01%
+110
247
$2K ﹤0.01%
+127
248
$2K ﹤0.01%
+45
249
$2K ﹤0.01%
+54
250
$2K ﹤0.01%
+200
8 9
10
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