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
126
$39K 0.02%
368
127
$38K 0.02%
356
128
$37K 0.02%
377
129
$36K 0.02%
268
+233
130
$35K 0.02%
+1,352
131
$34K 0.02%
151
-39
132
$34K 0.02%
+1,425
133
$34K 0.02%
369
134
$32K 0.02%
826
135
$32K 0.02%
2,561
+197
136
$31K 0.01%
859
137
$31K 0.01%
267
+120
138
$31K 0.01%
270
-7
139
$31K 0.01%
1,925
+500
140
$30K 0.01%
731
+268
141
$30K 0.01%
357
-6
142
$28K 0.01%
344
+3
143
$28K 0.01%
400
-12
144
$27K 0.01%
+500
145
$26K 0.01%
943
+402
146
$26K 0.01%
404
147
$25K 0.01%
243
+223
148
$25K 0.01%
815
-39,857
149
$25K 0.01%
565
150
$24K 0.01%
470
4 5
6
7 8