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
$151M
AUM Growth
+$8.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.13M
3
+$3.27M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$2.68M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$2.41M

Top Sells

1
+$13.9M
2
+$7.71M
3
+$517K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$329K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$295K

Sector Composition

1 Consumer Discretionary 1.17%
2 Industrials 0.84%
3 Technology 0.52%
4 Healthcare 0.39%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$836K 0.55%
53,068
+1,744
27
$824K 0.55%
32,064
-300,009
28
$807K 0.53%
84,864
-4,416
29
$714K 0.47%
31,557
-613,839
30
$531K 0.35%
4,000
31
$487K 0.32%
3,194
-48
32
$485K 0.32%
5,320
-737
33
$479K 0.32%
3,438
-51
34
$362K 0.24%
2,717
-343
35
$358K 0.24%
9,956
-400
36
$348K 0.23%
3,435
-2,916
37
$315K 0.21%
7,564
+260
38
$276K 0.18%
2,896
39
$270K 0.18%
2,217
40
$254K 0.17%
5,280
41
$231K 0.15%
2,124
42
$226K 0.15%
4,516
-6,567
43
$202K 0.13%
5,064
-164
44
$194K 0.13%
5,476
-188
45
$185K 0.12%
4,665
46
$180K 0.12%
3,229
-404
47
$172K 0.11%
3,860
48
$170K 0.11%
4,017
49
$159K 0.11%
956
50
$155K 0.1%
3,477
-115
1
2
3 4 5