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
151
$25K 0.01%
400
152
$25K 0.01%
1,753
-1,169
153
$24K 0.01%
+117
154
$23K 0.01%
470
155
$23K 0.01%
344
156
$23K 0.01%
565
+11
157
$23K 0.01%
565
158
$22K 0.01%
500
159
$22K 0.01%
425
160
$21K 0.01%
10
161
$21K 0.01%
470
162
$21K 0.01%
770
163
$21K 0.01%
1,000
164
$20K 0.01%
441
+366
165
$19K 0.01%
576
+225
166
$19K 0.01%
200
167
$19K 0.01%
357
+3
168
$18K 0.01%
250
169
$18K 0.01%
390
170
$18K 0.01%
22
171
$18K 0.01%
65
172
$17K 0.01%
193
173
$17K 0.01%
122
-135
174
$17K 0.01%
404
175
$17K 0.01%
532
5 6
7
8 9