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
101
$36K 0.03%
+4,542
102
$35K 0.03%
+368
103
$35K 0.03%
+781
104
$34K 0.03%
+240
105
$34K 0.03%
+1,425
106
$33K 0.03%
+777
107
$33K 0.03%
+2,265
108
$33K 0.03%
+1,509
109
$32K 0.02%
+369
110
$31K 0.02%
+270
111
$30K 0.02%
+861
112
$30K 0.02%
+3,150
113
$29K 0.02%
+349
114
$29K 0.02%
+342
115
$28K 0.02%
+263
116
$28K 0.02%
+565
117
$26K 0.02%
+500
118
$25K 0.02%
+815
119
$25K 0.02%
+404
120
$25K 0.02%
+200
121
$25K 0.02%
+1,236
122
$24K 0.02%
+470
123
$24K 0.02%
+666
124
$24K 0.02%
+590
125
$23K 0.02%
+1,753
3 4
5
6 7