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
76
$70K 0.05%
+2,124
77
$70K 0.05%
+1,660
78
$68K 0.05%
+1,668
79
$62K 0.05%
+1,466
80
$58K 0.04%
+633
81
$58K 0.04%
+1,331
82
$56K 0.04%
+406
83
$53K 0.04%
+2,340
84
$52K 0.04%
+1,441
85
$51K 0.04%
+335
86
$50K 0.04%
+1,980
87
$50K 0.04%
+1,900
88
$49K 0.04%
+455
89
$48K 0.04%
+1,484
90
$47K 0.04%
+1,828
91
$46K 0.04%
+3,000
92
$45K 0.03%
+684
93
$43K 0.03%
+745
94
$39K 0.03%
+349
95
$39K 0.03%
+744
96
$38K 0.03%
+681
97
$37K 0.03%
+650
98
$37K 0.03%
+2,781
99
$36K 0.03%
+1,204
100
$36K 0.03%
+356
2 3
4
5 6