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

Top Buys

1
+$16.9M
2
+$10.6M
3
+$8.68M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$8.48M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$7.91M

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%
+15
277
$1K ﹤0.01%
+50
278
$1K ﹤0.01%
+40
279
$1K ﹤0.01%
+34
280
$0 ﹤0.01%
+33
281
$0 ﹤0.01%
+13
282
$0 ﹤0.01%
+14
283
$0 ﹤0.01%
+9
284
– –
0
285
$0 ﹤0.01%
+4
286
$0 ﹤0.01%
+2
287
$0 ﹤0.01%
+7
288
$0 ﹤0.01%
+30
289
$0 ﹤0.01%
+35
290
$0 ﹤0.01%
+1
291
$0 ﹤0.01%
+120
292
$0 ﹤0.01%
+290
293
$0 ﹤0.01%
+92
294
$0 ﹤0.01%
+377
295
$0 ﹤0.01%
+5
296
$0 ﹤0.01%
+13
297
$0 ﹤0.01%
+7
298
$0 ﹤0.01%
+1
299
$0 ﹤0.01%
+1
300
$0 ﹤0.01%
+3
9 10 11
12
13