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
$211M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.6M
3
+$728K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$622K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$604K

Top Sells

1
+$699K
2
+$478K
3
+$477K
4
WNS
WNS Holdings
WNS
+$401K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$326K

Sector Composition

1 Consumer Discretionary 1.3%
2 Technology 0.79%
3 Industrials 0.53%
4 Healthcare 0.32%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
98
277
$3K ﹤0.01%
26
-33
278
$3K ﹤0.01%
60
279
$3K ﹤0.01%
75
280
$3K ﹤0.01%
101
281
$3K ﹤0.01%
30
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
65
284
$3K ﹤0.01%
100
285
$3K ﹤0.01%
+2
286
$3K ﹤0.01%
+250
287
$3K ﹤0.01%
50
288
$3K ﹤0.01%
50
289
$2K ﹤0.01%
456
290
$2K ﹤0.01%
144
291
$2K ﹤0.01%
400
292
$2K ﹤0.01%
33
293
$2K ﹤0.01%
34
294
$2K ﹤0.01%
+11
295
$2K ﹤0.01%
30
296
$2K ﹤0.01%
91
297
$2K ﹤0.01%
207
298
$2K ﹤0.01%
5
299
$2K ﹤0.01%
100
300
$2K ﹤0.01%
46
10 11
12
13 14