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
76
$145K 0.07%
3,592
77
$144K 0.07%
2,673
78
$137K 0.06%
1,006
-50
79
$129K 0.06%
6,065
+3,095
80
$124K 0.06%
3,860
81
$122K 0.06%
1,250
82
$102K 0.05%
15,144
-2,496
83
$99K 0.05%
3,203
+780
84
$99K 0.05%
5,788
+2,783
85
$98K 0.05%
3,029
+45
86
$93K 0.04%
1,007
+47
87
$89K 0.04%
1,646
-370
88
$88K 0.04%
856
+5
89
$87K 0.04%
1,743
+1,440
90
$86K 0.04%
938
-37
91
$80K 0.04%
3,000
92
$79K 0.04%
1,500
93
$78K 0.04%
693
-275
94
$76K 0.04%
1,081
95
$74K 0.04%
1,660
96
$71K 0.03%
1,173
97
$71K 0.03%
3,150
98
$70K 0.03%
2,668
99
$69K 0.03%
1,668
100
$66K 0.03%
406
2 3
4
5 6