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
151
$16K 0.01%
500
152
$15K 0.01%
340
+100
153
$15K 0.01%
376
154
$15K 0.01%
581
-3,007
155
$14K 0.01%
214
156
$14K 0.01%
1,000
157
$14K 0.01%
423
+8
158
$12K 0.01%
500
159
$12K 0.01%
300
160
$12K 0.01%
229
161
$12K 0.01%
253
+55
162
$12K 0.01%
595
163
$11K 0.01%
829
164
$11K 0.01%
250
165
$11K 0.01%
44
166
$10K 0.01%
230
167
$10K 0.01%
320
168
$10K 0.01%
249
+195
169
$10K 0.01%
188
170
$10K 0.01%
200
-250
171
$10K 0.01%
63
172
$10K 0.01%
458
173
$10K 0.01%
8
-7
174
$10K 0.01%
84
175
$9K 0.01%
385
5 6
7
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