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
151
$15K 0.01%
+200
152
$15K 0.01%
+133
153
$15K 0.01%
+500
154
$15K 0.01%
+200
155
$14K 0.01%
+404
156
$14K 0.01%
+175
157
$14K 0.01%
+393
158
$14K 0.01%
+595
159
$13K 0.01%
+500
160
$13K 0.01%
+376
161
$12K 0.01%
+214
162
$12K 0.01%
+330
163
$12K 0.01%
+44
164
$11K 0.01%
+800
165
$11K 0.01%
+225
166
$11K 0.01%
+300
167
$11K 0.01%
+725
168
$11K 0.01%
+198
169
$10K 0.01%
+230
170
$10K 0.01%
+250
171
$9K 0.01%
+829
172
$9K 0.01%
+231
173
$9K 0.01%
+188
174
$9K 0.01%
+200
175
$9K 0.01%
+63
5 6
7
8 9