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
151
$15K 0.01%
175
152
$15K 0.01%
133
153
$14K 0.01%
200
154
$14K 0.01%
1,000
155
$14K 0.01%
269
156
$13K 0.01%
214
157
$13K 0.01%
415
+8
158
$12K 0.01%
500
159
$12K 0.01%
229
160
$12K 0.01%
595
161
$11K 0.01%
829
162
$11K 0.01%
231
163
$11K 0.01%
300
164
$11K 0.01%
198
165
$10K 0.01%
84
166
$10K 0.01%
250
167
$10K 0.01%
320
-31
168
$9K 0.01%
44
169
$9K 0.01%
422
170
$9K 0.01%
458
171
$9K 0.01%
63
172
$9K 0.01%
188
173
$9K 0.01%
240
+140
174
$9K 0.01%
230
175
$8K 0.01%
350
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7
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