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
$143M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.38M
3
+$866K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$847K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$452K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$524K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$497K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$417K

Sector Composition

1 Consumer Discretionary 1.58%
2 Industrials 0.8%
3 Technology 0.49%
4 Healthcare 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$969K 0.68%
70,030
-7,334
27
$806K 0.57%
89,280
-11,268
28
$789K 0.55%
51,324
-1,792
29
$640K 0.45%
6,351
-847
30
$554K 0.39%
11,083
+2,240
31
$536K 0.38%
6,057
-16
32
$460K 0.32%
3,242
33
$459K 0.32%
4,000
34
$459K 0.32%
3,489
-162
35
$395K 0.28%
3,060
-282
36
$300K 0.21%
10,356
37
$291K 0.2%
12,463
-65
38
$287K 0.2%
7,304
-400
39
$269K 0.19%
2,896
-272
40
$265K 0.19%
5,280
41
$247K 0.17%
2,217
42
$230K 0.16%
2,124
+1,765
43
$204K 0.14%
5,228
44
$200K 0.14%
3,633
-135
45
$188K 0.13%
5,664
-92
46
$167K 0.12%
4,665
47
$163K 0.11%
4,017
-35
48
$157K 0.11%
3,860
49
$156K 0.11%
956
50
$153K 0.11%
1,763
-80
1
2
3 4 5