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
$211M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.6M
3
+$728K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$622K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$604K

Top Sells

1
+$699K
2
+$478K
3
+$477K
4
WNS
WNS Holdings
WNS
+$401K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$326K

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%
33
252
$5K ﹤0.01%
99
253
$5K ﹤0.01%
140
254
$5K ﹤0.01%
46
255
$5K ﹤0.01%
192
256
$5K ﹤0.01%
141
257
$5K ﹤0.01%
69
258
$5K ﹤0.01%
162
259
$5K ﹤0.01%
50
260
$5K ﹤0.01%
123
261
$5K ﹤0.01%
412
262
$4K ﹤0.01%
35
+34
263
$4K ﹤0.01%
500
264
$4K ﹤0.01%
61
265
$4K ﹤0.01%
+265
266
$4K ﹤0.01%
160
267
$4K ﹤0.01%
79
268
$4K ﹤0.01%
195
269
$4K ﹤0.01%
120
270
$4K ﹤0.01%
125
271
$4K ﹤0.01%
63
272
$4K ﹤0.01%
+400
273
$3K ﹤0.01%
67
274
$3K ﹤0.01%
3
275
$3K ﹤0.01%
133
9 10
11
12 13