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
176
$9K 0.01%
+458
177
$9K 0.01%
+229
178
$8K 0.01%
+22
179
$8K 0.01%
+195
180
$8K 0.01%
+251
181
$8K 0.01%
+84
182
$7K 0.01%
+380
183
$7K 0.01%
+70
184
$7K 0.01%
+134
185
$7K 0.01%
+192
186
$7K 0.01%
+130
187
$7K 0.01%
+1,500
188
$7K 0.01%
+422
189
$7K 0.01%
+90
190
$6K ﹤0.01%
+73
191
$6K ﹤0.01%
+100
192
$6K ﹤0.01%
+125
193
$6K ﹤0.01%
+130
194
$6K ﹤0.01%
+645
195
$6K ﹤0.01%
+1,535
196
$6K ﹤0.01%
+61
197
$6K ﹤0.01%
+79
198
$6K ﹤0.01%
+90
199
$6K ﹤0.01%
+350
200
$6K ﹤0.01%
+75
6 7
8
9 10