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
$151M
AUM Growth
+$8.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.13M
3
+$3.27M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$2.68M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$2.41M

Top Sells

1
+$13.9M
2
+$7.71M
3
+$517K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$329K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$295K

Sector Composition

1 Consumer Discretionary 1.17%
2 Industrials 0.84%
3 Technology 0.52%
4 Healthcare 0.39%
5 Financials 0.31%
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%
22
229
$3K ﹤0.01%
26
230
$3K ﹤0.01%
282
231
$3K ﹤0.01%
99
232
$3K ﹤0.01%
100
233
$3K ﹤0.01%
65
234
$3K ﹤0.01%
+150
235
$3K ﹤0.01%
1,150
236
$2K ﹤0.01%
30
-41
237
$2K ﹤0.01%
90
238
$2K ﹤0.01%
110
239
$2K ﹤0.01%
36
240
$2K ﹤0.01%
35
241
$2K ﹤0.01%
15
242
$2K ﹤0.01%
15
243
$2K ﹤0.01%
+100
244
$2K ﹤0.01%
65
245
$2K ﹤0.01%
34
246
$2K ﹤0.01%
33
247
$2K ﹤0.01%
50
248
$2K ﹤0.01%
52
+1
249
$2K ﹤0.01%
144
250
$1K ﹤0.01%
39
8 9
10
11 12