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
201
$10K ﹤0.01%
334
202
$10K ﹤0.01%
250
203
$10K ﹤0.01%
231
204
$10K ﹤0.01%
458
205
$10K ﹤0.01%
79
206
$10K ﹤0.01%
+132
207
$10K ﹤0.01%
229
208
$10K ﹤0.01%
84
209
$9K ﹤0.01%
484
-152
210
$9K ﹤0.01%
188
211
$9K ﹤0.01%
176
212
$9K ﹤0.01%
198
-200
213
$8K ﹤0.01%
200
214
$8K ﹤0.01%
63
215
$8K ﹤0.01%
100
216
$7K ﹤0.01%
130
217
$7K ﹤0.01%
192
218
$7K ﹤0.01%
130
219
$7K ﹤0.01%
650
220
$7K ﹤0.01%
1,500
221
$7K ﹤0.01%
350
222
$7K ﹤0.01%
205
+140
223
$7K ﹤0.01%
33
224
$7K ﹤0.01%
90
225
$7K ﹤0.01%
62
7 8
9
10 11