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
251
$5K ﹤0.01%
41
252
$5K ﹤0.01%
46
253
$5K ﹤0.01%
192
-9
254
$5K ﹤0.01%
14
255
$5K ﹤0.01%
+69
256
$5K ﹤0.01%
+50
257
$5K ﹤0.01%
+50
258
$4K ﹤0.01%
61
259
$4K ﹤0.01%
160
260
$4K ﹤0.01%
79
261
$4K ﹤0.01%
98
262
$4K ﹤0.01%
120
263
$4K ﹤0.01%
125
264
$4K ﹤0.01%
101
265
$4K ﹤0.01%
63
266
$4K ﹤0.01%
+100
267
$4K ﹤0.01%
50
268
$4K ﹤0.01%
+412
269
$3K ﹤0.01%
+3
270
$3K ﹤0.01%
133
271
$3K ﹤0.01%
110
272
$3K ﹤0.01%
128
273
$3K ﹤0.01%
75
274
$3K ﹤0.01%
35
275
$3K ﹤0.01%
75
9 10
11
12 13