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
26
$2.1M 0.99%
22,091
+2,085
27
$2.05M 0.97%
20,506
-4,777
28
$1.94M 0.92%
47,425
-1,649
29
$1.89M 0.89%
69,608
+1,217
30
$1.83M 0.87%
16,908
-2,073
31
$1.6M 0.76%
40,963
+85
32
$1.56M 0.74%
35,665
+629
33
$1.4M 0.67%
13,106
-932
34
$1.19M 0.56%
25,202
+1,752
35
$1.02M 0.49%
25,852
-1,713
36
$860K 0.41%
32,160
-15,000
37
$859K 0.41%
33,635
-1,965
38
$820K 0.39%
17,279
+779
39
$808K 0.38%
18,964
-576
40
$716K 0.34%
18,070
+674
41
$702K 0.33%
5,507
+319
42
$672K 0.32%
5,419
-134
43
$621K 0.29%
8,266
-265
44
$620K 0.29%
12,772
+3,755
45
$576K 0.27%
24,197
-255
46
$494K 0.23%
10,478
-1,115
47
$471K 0.22%
17,006
+718
48
$436K 0.21%
9,971
+2,371
49
$425K 0.2%
3,497
+293
50
$421K 0.2%
4,000
1
2
3 4 5