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
176
$17K 0.01%
576
-42
177
$16K 0.01%
785
-115
178
$16K 0.01%
95
+30
179
$16K 0.01%
410
+1
180
$15K 0.01%
1,000
181
$15K 0.01%
175
182
$14K 0.01%
214
183
$14K 0.01%
100
184
$14K 0.01%
165
185
$14K 0.01%
103
186
$14K 0.01%
376
187
$14K 0.01%
595
188
$13K 0.01%
44
189
$13K 0.01%
200
190
$13K 0.01%
315
+240
191
$13K 0.01%
+374
192
$13K 0.01%
500
193
$13K 0.01%
1,410
194
$12K 0.01%
500
195
$12K 0.01%
110
196
$12K 0.01%
225
197
$12K 0.01%
251
-10
198
$11K 0.01%
230
199
$11K 0.01%
200
200
$11K 0.01%
245
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8
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