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
201
$11K 0.01%
+334
202
$11K 0.01%
+261
203
$11K 0.01%
79
204
$11K 0.01%
+65
205
$11K 0.01%
245
206
$10K ﹤0.01%
250
207
$10K ﹤0.01%
231
-20,382
208
$10K ﹤0.01%
458
209
$10K ﹤0.01%
229
210
$10K ﹤0.01%
84
-3
211
$9K ﹤0.01%
+200
212
$9K ﹤0.01%
188
213
$9K ﹤0.01%
63
214
$8K ﹤0.01%
+200
215
$8K ﹤0.01%
176
216
$8K ﹤0.01%
856
+53
217
$8K ﹤0.01%
1,150
218
$7K ﹤0.01%
73
219
$7K ﹤0.01%
130
220
$7K ﹤0.01%
130
221
$7K ﹤0.01%
+192
222
$7K ﹤0.01%
130
223
$7K ﹤0.01%
+59
224
$7K ﹤0.01%
100
225
$7K ﹤0.01%
+650
7 8
9
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