IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$1.99M
2
+$1.6M
3
+$732K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$625K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$617K

Top Sells

1
+$699K
2
+$478K
3
+$477K
4
WNS
WNS Holdings
WNS
+$385K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$323K

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
251
$5K ﹤0.01%
141
252
$5K ﹤0.01%
69
253
$5K ﹤0.01%
162
254
$5K ﹤0.01%
50
255
$5K ﹤0.01%
123
256
$5K ﹤0.01%
412
257
$5K ﹤0.01%
177
258
$5K ﹤0.01%
33
259
$5K ﹤0.01%
99
260
$5K ﹤0.01%
140
261
$5K ﹤0.01%
46
262
$4K ﹤0.01%
35
+34
263
$4K ﹤0.01%
61
264
$4K ﹤0.01%
+265
265
$4K ﹤0.01%
160
266
$4K ﹤0.01%
79
267
$4K ﹤0.01%
195
268
$4K ﹤0.01%
120
269
$4K ﹤0.01%
125
270
$4K ﹤0.01%
500
271
$4K ﹤0.01%
63
272
$4K ﹤0.01%
+400
273
$3K ﹤0.01%
3
274
$3K ﹤0.01%
133
275
$3K ﹤0.01%
98
9 10
11
12 13