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
151
$24K 0.01%
+554
152
$22K 0.01%
470
153
$22K 0.01%
22
154
$22K 0.01%
425
155
$21K 0.01%
400
-22
156
$21K 0.01%
344
-10
157
$21K 0.01%
480
158
$21K 0.01%
770
159
$21K 0.01%
409
+1
160
$20K 0.01%
900
-6
161
$20K 0.01%
+310
162
$19K 0.01%
+250
163
$19K 0.01%
127
164
$19K 0.01%
200
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165
$19K 0.01%
354
-8
166
$19K 0.01%
618
167
$19K 0.01%
398
+200
168
$19K 0.01%
595
169
$18K 0.01%
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170
$18K 0.01%
390
171
$18K 0.01%
404
172
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65
173
$18K 0.01%
532
-26
174
$17K 0.01%
330
175
$16K 0.01%
1,194
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7
8 9