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
51
$439K 0.21%
9,017
+5,793
52
$393K 0.19%
3,204
53
$381K 0.18%
4,000
54
$362K 0.17%
+9,432
55
$353K 0.17%
4,213
-10
56
$334K 0.16%
7,600
+1,137
57
$320K 0.15%
10,272
+456
58
$308K 0.15%
4,181
59
$305K 0.15%
2,917
60
$295K 0.14%
5,276
-34
61
$290K 0.14%
9,548
62
$277K 0.13%
5,280
-8
63
$265K 0.13%
18,351
-2,295
64
$261K 0.13%
5,145
+740
65
$237K 0.11%
6,600
+6,340
66
$210K 0.1%
1,921
67
$205K 0.1%
3,768
68
$200K 0.1%
13,405
+50
69
$186K 0.09%
1,736
-8
70
$182K 0.09%
8,410
-252,711
71
$166K 0.08%
2,538
+190
72
$165K 0.08%
4,050
73
$160K 0.08%
707
74
$158K 0.08%
2,000
75
$155K 0.07%
3,592
-15
1 2
3
4 5