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
301
$2K ﹤0.01%
51
302
$2K ﹤0.01%
33
303
$2K ﹤0.01%
110
304
$2K ﹤0.01%
128
305
$2K ﹤0.01%
45
306
$2K ﹤0.01%
21
307
$2K ﹤0.01%
35
308
$2K ﹤0.01%
18
-100
309
$2K ﹤0.01%
15
-112
310
$1K ﹤0.01%
55
311
$1K ﹤0.01%
49
+1
312
$1K ﹤0.01%
40
313
$1K ﹤0.01%
377
314
$1K ﹤0.01%
100
315
$1K ﹤0.01%
250
316
$1K ﹤0.01%
+71
317
– –
0
318
$1K ﹤0.01%
386
319
$1K ﹤0.01%
5
320
$1K ﹤0.01%
12
321
$1K ﹤0.01%
+20
322
$1K ﹤0.01%
15
323
$1K ﹤0.01%
+100
324
$1K ﹤0.01%
50
325
$1K ﹤0.01%
41
11 12
13
14 15