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
126
$23K 0.02%
+295
127
$23K 0.02%
+425
128
$22K 0.02%
+793
129
$22K 0.02%
+576
130
$21K 0.02%
+540
131
$21K 0.02%
+770
132
$20K 0.02%
+250
133
$20K 0.02%
+344
134
$20K 0.02%
+400
135
$20K 0.02%
+410
136
$20K 0.02%
+1,350
137
$20K 0.02%
+3,830
138
$19K 0.01%
+390
139
$19K 0.01%
+475
140
$18K 0.01%
+363
141
$17K 0.01%
+400
142
$17K 0.01%
+576
143
$17K 0.01%
+65
144
$17K 0.01%
+95
145
$16K 0.01%
+100
146
$16K 0.01%
+500
147
$16K 0.01%
+1,000
148
$15K 0.01%
+103
149
$15K 0.01%
+400
150
$15K 0.01%
+110
4 5
6
7 8