IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$886K
2
+$851K
3
+$850K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$801K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$736K

Top Sells

1
+$1.24M
2
+$666K
3
+$530K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$482K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$405K

Sector Composition

1 Consumer Discretionary 1.39%
2 Technology 0.79%
3 Industrials 0.5%
4 Financials 0.28%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
161
+100
227
$8K ﹤0.01%
334
228
$8K ﹤0.01%
+260
229
$7K ﹤0.01%
+360
230
$7K ﹤0.01%
+100
231
$7K ﹤0.01%
130
232
$7K ﹤0.01%
192
233
$7K ﹤0.01%
100
234
$7K ﹤0.01%
1,500
235
$7K ﹤0.01%
+135
236
$7K ﹤0.01%
180
237
$7K ﹤0.01%
+313
238
$7K ﹤0.01%
5
+3
239
$7K ﹤0.01%
+119
240
$6K ﹤0.01%
79
241
$6K ﹤0.01%
62
242
$6K ﹤0.01%
+152
243
$6K ﹤0.01%
+101
244
$6K ﹤0.01%
856
245
$6K ﹤0.01%
1,150
246
$6K ﹤0.01%
6
-4
247
$6K ﹤0.01%
73
248
$6K ﹤0.01%
125
249
$6K ﹤0.01%
130
250
$6K ﹤0.01%
200
8 9
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