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
176
$16K 0.01%
1,410
+1,120
177
$15K 0.01%
100
178
$15K 0.01%
10
179
$15K 0.01%
193
180
$15K 0.01%
303
+173
181
$15K 0.01%
118
-4
182
$15K 0.01%
376
183
$15K 0.01%
200
184
$15K 0.01%
+1,000
185
$15K 0.01%
175
186
$15K 0.01%
409
187
$14K 0.01%
165
-1
188
$14K 0.01%
103
189
$14K 0.01%
351
190
$14K 0.01%
600
191
$13K 0.01%
214
-7
192
$13K 0.01%
+269
193
$13K 0.01%
44
194
$12K 0.01%
+500
195
$12K 0.01%
636
196
$12K 0.01%
618
197
$12K 0.01%
110
-6
198
$12K 0.01%
225
199
$12K 0.01%
500
200
$11K 0.01%
230
-10
6 7
8
9 10