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
126
$22K 0.01%
186
127
$22K 0.01%
500
128
$22K 0.01%
576
129
$22K 0.01%
702
-77
130
$21K 0.01%
127
+27
131
$21K 0.01%
250
132
$21K 0.01%
770
133
$21K 0.01%
475
134
$21K 0.01%
242
135
$20K 0.01%
65
136
$20K 0.01%
95
137
$19K 0.01%
800
138
$19K 0.01%
133
139
$19K 0.01%
725
140
$19K 0.01%
+1,236
141
$19K 0.01%
725
142
$18K 0.01%
103
143
$18K 0.01%
390
144
$18K 0.01%
500
145
$17K 0.01%
400
146
$17K 0.01%
269
147
$16K 0.01%
200
148
$16K 0.01%
110
149
$16K 0.01%
404
150
$16K 0.01%
175
4 5
6
7 8