IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+1.1%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.63%
Holding
486
New
483
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
+$18.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$17.6M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$10.1M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$9.89M |
| 5 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
+$8.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.29% |
| 2 | Industrials | 0.6% |
| 3 | Technology | 0.4% |
| 4 | Healthcare | 0.36% |
| 5 | Financials | 0.27% |
