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
201
$6K ﹤0.01%
15
+10
202
$5K ﹤0.01%
6
203
$5K ﹤0.01%
152
-3
204
$5K ﹤0.01%
73
205
$5K ﹤0.01%
100
206
$5K ﹤0.01%
177
207
$5K ﹤0.01%
+128
208
$5K ﹤0.01%
500
209
$5K ﹤0.01%
55
210
$5K ﹤0.01%
90
211
$5K ﹤0.01%
75
212
$5K ﹤0.01%
41
213
$5K ﹤0.01%
50
214
$4K ﹤0.01%
3
215
$4K ﹤0.01%
+60
216
$4K ﹤0.01%
195
217
$4K ﹤0.01%
22
218
$4K ﹤0.01%
63
219
$4K ﹤0.01%
400
220
$4K ﹤0.01%
36
221
$4K ﹤0.01%
100
222
$4K ﹤0.01%
123
223
$3K ﹤0.01%
71
224
$3K ﹤0.01%
133
225
$3K ﹤0.01%
61
7 8
9
10 11