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
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.55M
3
+$4.24M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$3.87M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.77M

Top Sells

1
+$5.47M
2
+$4.3M
3
+$2.99M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.22M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$882K

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
60
-2
277
$3K ﹤0.01%
75
278
$3K ﹤0.01%
91
279
$3K ﹤0.01%
30
280
$3K ﹤0.01%
100
281
$3K ﹤0.01%
65
-25
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
33
284
$3K ﹤0.01%
290
285
$3K ﹤0.01%
144
286
$3K ﹤0.01%
50
287
$2K ﹤0.01%
100
+80
288
$2K ﹤0.01%
46
+11
289
$2K ﹤0.01%
67
290
$2K ﹤0.01%
+51
291
$2K ﹤0.01%
45
292
$2K ﹤0.01%
21
-1
293
$2K ﹤0.01%
5
294
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30
295
$2K ﹤0.01%
65
296
$2K ﹤0.01%
34
297
$2K ﹤0.01%
+400
298
$2K ﹤0.01%
250
299
$2K ﹤0.01%
48
-29
300
$2K ﹤0.01%
+456
10 11
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