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
76
$59K 0.04%
494
+50
77
$59K 0.04%
406
78
$58K 0.04%
240
79
$55K 0.04%
5,555
80
$54K 0.04%
538
-350
81
$54K 0.04%
1,070
-180
82
$51K 0.03%
366
-68
83
$50K 0.03%
1,036
-348
84
$49K 0.03%
3,290
-1,430
85
$49K 0.03%
1,582
86
$49K 0.03%
1,480
87
$48K 0.03%
684
88
$46K 0.03%
3,550
89
$46K 0.03%
1,602
-96
90
$45K 0.03%
650
91
$42K 0.03%
631
92
$42K 0.03%
3,000
93
$41K 0.03%
3,150
94
$40K 0.03%
732
-12
95
$40K 0.03%
368
96
$39K 0.03%
980
97
$38K 0.03%
369
98
$37K 0.02%
352
99
$36K 0.02%
1,349
+39
100
$35K 0.02%
270
2 3
4
5 6