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
51
$143K 0.1%
8,922
-846
52
$138K 0.1%
3,592
53
$131K 0.09%
5,634
54
$125K 0.09%
1,664
-80
55
$115K 0.08%
1,035
-6
56
$111K 0.08%
960
-16
57
$107K 0.08%
2,223
58
$105K 0.07%
4,120
-7,580
59
$102K 0.07%
+7,800
60
$101K 0.07%
1,844
-117
61
$100K 0.07%
862
62
$97K 0.07%
1,594
63
$93K 0.07%
3,393
64
$92K 0.06%
765
65
$92K 0.06%
3,588
+372
66
$85K 0.06%
888
67
$84K 0.06%
1,888
68
$84K 0.06%
1,660
69
$82K 0.06%
544
70
$80K 0.06%
1,668
71
$80K 0.06%
2,668
72
$80K 0.06%
1,430
-80
73
$80K 0.06%
11,424
-856
74
$73K 0.05%
1,465
+136
75
$71K 0.05%
1,502
1 2
3
4 5