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
176
$8K 0.01%
200
177
$8K 0.01%
130
178
$8K 0.01%
275
179
$8K 0.01%
385
180
$7K ﹤0.01%
70
181
$7K ﹤0.01%
134
182
$7K ﹤0.01%
645
183
$7K ﹤0.01%
192
184
$7K ﹤0.01%
1,500
185
$7K ﹤0.01%
110
186
$7K ﹤0.01%
115
187
$7K ﹤0.01%
90
188
$7K ﹤0.01%
162
189
$6K ﹤0.01%
120
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$6K ﹤0.01%
396
191
$6K ﹤0.01%
128
192
$6K ﹤0.01%
100
193
$6K ﹤0.01%
125
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$6K ﹤0.01%
130
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$6K ﹤0.01%
166
-270
196
$6K ﹤0.01%
61
197
$6K ﹤0.01%
123
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$6K ﹤0.01%
251
199
$6K ﹤0.01%
115
200
$6K ﹤0.01%
320
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