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
101
$34K 0.02%
1,509
102
$33K 0.02%
1,240
-185
103
$33K 0.02%
263
104
$32K 0.02%
359
+3
105
$32K 0.02%
1,844
+65
106
$31K 0.02%
861
107
$31K 0.02%
612
108
$30K 0.02%
606
109
$30K 0.02%
344
110
$29K 0.02%
256
-50
111
$29K 0.02%
565
112
$28K 0.02%
215
+10
113
$28K 0.02%
492
+92
114
$28K 0.02%
342
115
$27K 0.02%
415
-330
116
$26K 0.02%
793
117
$25K 0.02%
3,786
118
$24K 0.02%
400
119
$24K 0.02%
330
-74
120
$23K 0.02%
540
121
$23K 0.02%
470
122
$23K 0.02%
374
+3
123
$23K 0.02%
1,753
124
$23K 0.02%
1,350
125
$22K 0.01%
707
3 4
5
6 7