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

Top Buys

1
+$17.8M
2
+$10.7M
3
+$9M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$8.52M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$8.07M

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
26
$1.11M 0.86%
+82,362
27
$1.04M 0.8%
+126,474
28
$936K 0.72%
+9,293
29
$701K 0.54%
+16,238
30
$653K 0.51%
+50,212
31
$640K 0.5%
+7,841
32
$461K 0.36%
+3,800
33
$421K 0.33%
+4,000
34
$415K 0.32%
+18,268
35
$398K 0.31%
+3,242
36
$373K 0.29%
+3,342
37
$359K 0.28%
+16,785
38
$300K 0.23%
+3,638
39
$300K 0.23%
+11,700
40
$299K 0.23%
+8,224
41
$282K 0.22%
+10,356
42
$255K 0.2%
+3,248
43
$236K 0.18%
+2,217
44
$205K 0.16%
+5,280
45
$202K 0.16%
+6,780
46
$189K 0.15%
+13,128
47
$188K 0.15%
+12,590
48
$182K 0.14%
+3,768
49
$177K 0.14%
+3,508
50
$174K 0.13%
+5,228
1
2
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