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
$143M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.38M
3
+$866K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$847K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$452K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$524K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$497K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$417K

Sector Composition

1 Consumer Discretionary 1.58%
2 Industrials 0.8%
3 Technology 0.49%
4 Healthcare 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
75
227
$3K ﹤0.01%
98
228
$3K ﹤0.01%
120
229
$3K ﹤0.01%
26
230
$3K ﹤0.01%
75
231
$3K ﹤0.01%
282
232
$3K ﹤0.01%
99
233
$3K ﹤0.01%
100
234
$3K ﹤0.01%
65
235
$3K ﹤0.01%
40
236
$3K ﹤0.01%
69
237
$2K ﹤0.01%
48
238
$2K ﹤0.01%
90
-90
239
$2K ﹤0.01%
54
240
$2K ﹤0.01%
200
241
$2K ﹤0.01%
35
242
$2K ﹤0.01%
15
243
$2K ﹤0.01%
15
244
$2K ﹤0.01%
65
245
$2K ﹤0.01%
34
246
$2K ﹤0.01%
33
247
$2K ﹤0.01%
50
248
$2K ﹤0.01%
51
249
$2K ﹤0.01%
1,150
250
$2K ﹤0.01%
144
8 9
10
11 12