IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$5.03M
2
+$4.52M
3
+$4.23M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$3.85M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.76M

Top Sells

1
+$5.47M
2
+$4.28M
3
+$2.99M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.31M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.22M

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%
65
-25
277
$3K ﹤0.01%
100
278
$3K ﹤0.01%
144
279
$3K ﹤0.01%
50
280
$3K ﹤0.01%
+3
281
$3K ﹤0.01%
60
-2
282
$3K ﹤0.01%
75
283
$3K ﹤0.01%
91
284
$3K ﹤0.01%
30
285
$3K ﹤0.01%
33
286
$3K ﹤0.01%
290
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
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21
-1
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$2K ﹤0.01%
65
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34
295
$2K ﹤0.01%
+400
296
$2K ﹤0.01%
250
297
$2K ﹤0.01%
+456
298
$2K ﹤0.01%
5
299
$2K ﹤0.01%
30
300
$2K ﹤0.01%
48
-29
10 11
12
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