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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.7M
3
+$9M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$8.52M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.97%
2 Industrials 0.81%
3 Technology 0.51%
4 Financials 0.31%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+39
252
$2K ﹤0.01%
+35
253
$2K ﹤0.01%
+15
254
$2K ﹤0.01%
+15
255
$2K ﹤0.01%
+85
256
$2K ﹤0.01%
+65
257
$2K ﹤0.01%
+65
258
$2K ﹤0.01%
+34
259
$2K ﹤0.01%
+33
260
$2K ﹤0.01%
+5
261
$2K ﹤0.01%
+400
262
$2K ﹤0.01%
+50
263
$2K ﹤0.01%
+50
264
$2K ﹤0.01%
+144
265
$2K ﹤0.01%
+50
266
$2K ﹤0.01%
+8
267
$1K ﹤0.01%
+34
268
$1K ﹤0.01%
+40
269
$1K ﹤0.01%
+71
270
$1K ﹤0.01%
+386
271
$1K ﹤0.01%
+32
272
$1K ﹤0.01%
+12
273
$1K ﹤0.01%
+12
274
$1K ﹤0.01%
+33
275
$1K ﹤0.01%
+50
9 10
11
12 13