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
51
$409K 0.19%
5,131
-450
52
$374K 0.18%
3,540
-965
53
$334K 0.16%
8,860
-572
54
$332K 0.16%
3,983
-230
55
$322K 0.15%
10,272
56
$306K 0.15%
10,523
-11,201
57
$293K 0.14%
5,198
+1,430
58
$292K 0.14%
4,181
59
$267K 0.13%
5,280
+135
60
$264K 0.13%
5,092
-184
61
$241K 0.11%
7,968
-1,580
62
$238K 0.11%
5,280
63
$237K 0.11%
2,217
-700
64
$222K 0.11%
15,510
-2,841
65
$209K 0.1%
5,832
-768
66
$187K 0.09%
12,890
-515
67
$184K 0.09%
1,921
68
$183K 0.09%
1,717
-19
69
$182K 0.09%
8,410
70
$164K 0.08%
4,050
71
$160K 0.08%
6,130
-26,769
72
$159K 0.08%
707
73
$150K 0.07%
7,010
74
$149K 0.07%
2,000
75
$149K 0.07%
2,268
-270
1 2
3
4 5