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
51
$161K 0.12%
+4,665
52
$161K 0.12%
+3,860
53
$160K 0.12%
+4,052
54
$155K 0.12%
+3,168
55
$147K 0.11%
+3,592
56
$136K 0.11%
+956
57
$130K 0.1%
+2,673
58
$127K 0.1%
+6,418
59
$122K 0.09%
+1,145
60
$111K 0.09%
+3,722
61
$111K 0.09%
+1,794
62
$111K 0.09%
+1,786
63
$104K 0.08%
+3,393
64
$103K 0.08%
+985
65
$91K 0.07%
+13,944
66
$88K 0.07%
+862
67
$82K 0.06%
+693
68
$80K 0.06%
+1,600
69
$79K 0.06%
+653
70
$79K 0.06%
+1,646
71
$79K 0.06%
+3,000
72
$78K 0.06%
+2,008
73
$77K 0.06%
+1,510
74
$77K 0.06%
+935
75
$72K 0.06%
+2,668
1 2
3
4 5