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
51
$147K 0.1%
1,614
-149
52
$127K 0.08%
1,664
53
$125K 0.08%
5,279
-355
54
$124K 0.08%
1,021
+61
55
$124K 0.08%
1,035
56
$118K 0.08%
7,143
-1,779
57
$117K 0.08%
7,800
58
$115K 0.08%
2,223
59
$111K 0.07%
862
60
$105K 0.07%
4,120
61
$101K 0.07%
765
62
$98K 0.06%
1,532
-62
63
$97K 0.06%
3,393
64
$90K 0.06%
2,668
65
$88K 0.06%
1,888
66
$86K 0.06%
11,424
67
$86K 0.06%
1,660
68
$86K 0.06%
1,844
69
$78K 0.05%
544
70
$77K 0.05%
1,502
71
$77K 0.05%
1,560
-108
72
$75K 0.05%
1,270
-160
73
$67K 0.04%
1,343
-122
74
$63K 0.04%
+3,626
75
$63K 0.04%
1,331
1 2
3
4 5