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%
40
253
$1K ﹤0.01%
377
254
$1K ﹤0.01%
+64
255
$1K ﹤0.01%
386
256
$1K ﹤0.01%
32
257
$1K ﹤0.01%
12
258
$1K ﹤0.01%
33
259
$1K ﹤0.01%
15
260
$1K ﹤0.01%
36
261
$1K ﹤0.01%
17
262
$1K ﹤0.01%
110
263
$1K ﹤0.01%
+39
264
$1K ﹤0.01%
50
265
$1K ﹤0.01%
3
266
– –
-55
267
$0 ﹤0.01%
3
268
– –
-53
269
– –
-71
270
– –
-49,068
271
– –
-22,517
272
$0 ﹤0.01%
120
273
– –
-1,600
274
$0 ﹤0.01%
1
275
$0 ﹤0.01%
6
8 9 10
11
12