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
126
$39K 0.02%
5,218
127
$38K 0.02%
356
128
$37K 0.02%
377
129
$37K 0.02%
1,509
130
$36K 0.02%
368
131
$36K 0.02%
620
132
$35K 0.02%
744
-420
133
$34K 0.02%
1,425
134
$33K 0.02%
2,561
135
$33K 0.02%
369
136
$32K 0.02%
731
137
$32K 0.02%
2,250
-1,100
138
$31K 0.01%
826
139
$31K 0.01%
270
140
$31K 0.01%
710
+230
141
$30K 0.01%
859
142
$29K 0.01%
560
+230
143
$29K 0.01%
1,925
144
$29K 0.01%
357
145
$28K 0.01%
244
+1
146
$28K 0.01%
3,110
147
$27K 0.01%
346
+2
148
$26K 0.01%
404
149
$25K 0.01%
815
150
$25K 0.01%
940
-3
4 5
6
7 8