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
101
$65K 0.03%
1,237
102
$63K 0.03%
1,377
+1,108
103
$62K 0.03%
1,466
-1,414
104
$61K 0.03%
1,331
105
$60K 0.03%
1,600
-800
106
$59K 0.03%
3,960
+342
107
$59K 0.03%
998
108
$59K 0.03%
2,160
109
$58K 0.03%
2,285
+2,280
110
$56K 0.03%
749
111
$56K 0.03%
659
112
$55K 0.03%
496
-64
113
$55K 0.03%
432
+165
114
$51K 0.02%
1,677
+100
115
$49K 0.02%
1,900
116
$48K 0.02%
875
+475
117
$47K 0.02%
1,302
-820
118
$46K 0.02%
745
119
$45K 0.02%
1,235
-75
120
$43K 0.02%
455
-265
121
$42K 0.02%
268
122
$41K 0.02%
903
-81
123
$40K 0.02%
3,000
124
$40K 0.02%
1,564
+212
125
$39K 0.02%
151
3 4
5
6 7