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
126
$21K 0.01%
540
127
$21K 0.01%
250
128
$21K 0.01%
+186
129
$21K 0.01%
450
130
$21K 0.01%
371
+2
131
$21K 0.01%
770
132
$21K 0.01%
1,350
133
$20K 0.01%
+707
134
$20K 0.01%
65
135
$20K 0.01%
576
136
$20K 0.01%
475
137
$19K 0.01%
500
138
$19K 0.01%
725
139
$18K 0.01%
800
140
$18K 0.01%
390
141
$18K 0.01%
500
142
$18K 0.01%
+725
143
$17K 0.01%
103
144
$17K 0.01%
404
145
$17K 0.01%
95
146
$16K 0.01%
100
147
$16K 0.01%
500
148
$15K 0.01%
400
149
$15K 0.01%
110
150
$15K 0.01%
376
4 5
6
7 8