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
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.55M
3
+$4.24M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$3.87M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.77M

Top Sells

1
+$5.47M
2
+$4.3M
3
+$2.99M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.22M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$882K

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$64K 0.03%
+1,331
102
$64K 0.03%
+2,970
103
$63K 0.03%
560
-3,791
104
$60K 0.03%
+2,160
105
$59K 0.03%
998
106
$58K 0.03%
3,618
+200
107
$58K 0.03%
749
-1,025
108
$57K 0.03%
1,164
+100
109
$54K 0.03%
659
+29
110
$53K 0.03%
406
111
$50K 0.02%
1,900
-246
112
$50K 0.02%
1,310
113
$49K 0.02%
1,577
114
$47K 0.02%
3,350
115
$46K 0.02%
3,005
-41
116
$46K 0.02%
745
117
$45K 0.02%
+3,150
118
$44K 0.02%
+3,000
119
$44K 0.02%
984
120
$42K 0.02%
2,922
121
$41K 0.02%
1,509
122
$40K 0.02%
3,110
-650
123
$40K 0.02%
620
124
$40K 0.02%
+5,218
125
$39K 0.02%
257
+135
3 4
5
6 7