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
201
$6K ﹤0.01%
+115
202
$6K ﹤0.01%
+62
203
$6K ﹤0.01%
+856
204
$5K ﹤0.01%
+100
205
$5K ﹤0.01%
+120
206
$5K ﹤0.01%
+385
207
$5K ﹤0.01%
+79
208
$5K ﹤0.01%
+177
209
$5K ﹤0.01%
+123
210
$5K ﹤0.01%
+500
211
$5K ﹤0.01%
+55
212
$5K ﹤0.01%
+115
213
$5K ﹤0.01%
+110
214
$5K ﹤0.01%
+41
215
$5K ﹤0.01%
+320
216
$5K ﹤0.01%
+162
217
$4K ﹤0.01%
+3
218
$4K ﹤0.01%
+155
219
$4K ﹤0.01%
+160
220
$4K ﹤0.01%
+282
221
$4K ﹤0.01%
+400
222
$4K ﹤0.01%
+36
223
$4K ﹤0.01%
+69
224
$4K ﹤0.01%
+50
225
$4K ﹤0.01%
+1,150
7 8
9
10 11