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
76
$67K 0.05%
4,720
-6,880
77
$65K 0.05%
1,384
78
$65K 0.05%
2,665
+325
79
$64K 0.04%
1,331
80
$63K 0.04%
1,250
-20
81
$60K 0.04%
5,555
82
$58K 0.04%
434
-44
83
$54K 0.04%
406
84
$50K 0.04%
240
85
$49K 0.03%
444
+56
86
$48K 0.03%
1,480
87
$46K 0.03%
650
88
$46K 0.03%
1,698
89
$45K 0.03%
1,582
-620
90
$45K 0.03%
745
91
$44K 0.03%
684
92
$43K 0.03%
368
93
$43K 0.03%
3,550
94
$42K 0.03%
3,000
95
$39K 0.03%
631
-50
96
$39K 0.03%
1,310
+40
97
$38K 0.03%
744
98
$36K 0.03%
980
-251
99
$36K 0.03%
369
100
$35K 0.02%
352
2 3
4
5 6