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
$143M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.38M
3
+$866K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$847K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$452K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$524K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$497K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$417K

Sector Composition

1 Consumer Discretionary 1.58%
2 Industrials 0.8%
3 Technology 0.49%
4 Healthcare 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
10
252
$1K ﹤0.01%
15
253
$1K ﹤0.01%
33
254
$1K ﹤0.01%
12
255
$1K ﹤0.01%
+39
256
$1K ﹤0.01%
50
257
$1K ﹤0.01%
3
258
$1K ﹤0.01%
110
259
$1K ﹤0.01%
17
260
$1K ﹤0.01%
36
261
$1K ﹤0.01%
32
262
$1K ﹤0.01%
386
263
$1K ﹤0.01%
+64
264
$1K ﹤0.01%
377
265
$1K ﹤0.01%
40
266
$0 ﹤0.01%
5
267
– –
-67
268
$0 ﹤0.01%
13
269
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27
270
– –
-127
271
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-160
272
– –
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273
$0 ﹤0.01%
13
274
$0 ﹤0.01%
14
275
$0 ﹤0.01%
50
8 9 10
11
12