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
101
$34K 0.02%
1,425
102
$34K 0.02%
270
103
$33K 0.02%
1,509
104
$32K 0.02%
306
-50
105
$31K 0.02%
3,150
106
$31K 0.02%
342
107
$30K 0.02%
861
108
$30K 0.02%
612
109
$30K 0.02%
263
110
$30K 0.02%
344
111
$30K 0.02%
356
+2
112
$29K 0.02%
606
-175
113
$29K 0.02%
404
114
$27K 0.02%
1,779
115
$27K 0.02%
565
116
$26K 0.02%
400
117
$25K 0.02%
205
-5
118
$25K 0.02%
990
-10
119
$24K 0.02%
400
120
$24K 0.02%
793
121
$24K 0.02%
+779
122
$23K 0.02%
470
123
$23K 0.02%
1,753
124
$23K 0.02%
242
-53
125
$22K 0.02%
3,786
3 4
5
6 7