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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.7M
3
+$9M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$8.52M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.97%
2 Industrials 0.81%
3 Technology 0.51%
4 Financials 0.31%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+386
277
$1K ﹤0.01%
+71
278
$1K ﹤0.01%
+40
279
$1K ﹤0.01%
+34
280
$0 ﹤0.01%
+5
281
$0 ﹤0.01%
+1
282
– –
0
283
$0 ﹤0.01%
+4
284
$0 ﹤0.01%
+2
285
$0 ﹤0.01%
+7
286
$0 ﹤0.01%
+30
287
$0 ﹤0.01%
+35
288
$0 ﹤0.01%
+1
289
$0 ﹤0.01%
+120
290
$0 ﹤0.01%
+13
291
$0 ﹤0.01%
+33
292
$0 ﹤0.01%
+13
293
$0 ﹤0.01%
+14
294
$0 ﹤0.01%
+9
295
$0 ﹤0.01%
+7
296
$0 ﹤0.01%
+1
297
$0 ﹤0.01%
+290
298
$0 ﹤0.01%
+92
299
$0 ﹤0.01%
+377
300
$0 ﹤0.01%
+3
9 10 11
12
13