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
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.55M
3
+$4.24M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$3.87M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.77M

Top Sells

1
+$5.47M
2
+$4.3M
3
+$2.99M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.22M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$882K

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.07%
77,732
+4,864
27
$2.1M 1.01%
18,981
-1,919
28
$2.01M 0.97%
49,074
+2,535
29
$1.91M 0.92%
20,006
+127
30
$1.86M 0.9%
+68,391
31
$1.64M 0.79%
40,878
+420
32
$1.55M 0.75%
35,036
+1,653
33
$1.48M 0.71%
14,038
-170
34
$1.15M 0.55%
+47,160
35
$1.11M 0.53%
23,450
+4,342
36
$1.11M 0.53%
27,565
+3,641
37
$907K 0.44%
35,600
38
$859K 0.41%
32,899
-164,618
39
$846K 0.41%
19,540
-208
40
$799K 0.38%
16,500
-2,451
41
$692K 0.33%
+17,396
42
$688K 0.33%
5,553
+451
43
$688K 0.33%
5,188
-39
44
$665K 0.32%
8,531
+862
45
$602K 0.29%
21,724
-4,760
46
$589K 0.28%
24,452
-20
47
$521K 0.25%
11,593
-6,550
48
$477K 0.23%
4,505
+1,272
49
$469K 0.23%
16,288
-1,086
50
$452K 0.22%
5,581
-90
1
2
3 4 5