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
$134M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.85M
3
+$1.06M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$436K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$413K

Top Sells

1
+$997K
2
+$613K
3
+$583K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$354K
5
VV icon
Vanguard Large-Cap ETF
VV
+$186K

Sector Composition

1 Consumer Discretionary 1.46%
2 Industrials 0.85%
3 Technology 0.4%
4 Healthcare 0.3%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
133
227
$3K ﹤0.01%
61
228
$3K ﹤0.01%
180
-200
229
$3K ﹤0.01%
127
230
$3K ﹤0.01%
75
231
$3K ﹤0.01%
98
232
$3K ﹤0.01%
120
233
$3K ﹤0.01%
26
234
$3K ﹤0.01%
75
-120
235
$3K ﹤0.01%
282
236
$3K ﹤0.01%
100
237
$3K ﹤0.01%
100
238
$3K ﹤0.01%
+40
239
$3K ﹤0.01%
33
240
$3K ﹤0.01%
144
241
$3K ﹤0.01%
50
242
$2K ﹤0.01%
48
+2
243
$2K ﹤0.01%
67
244
$2K ﹤0.01%
110
245
$2K ﹤0.01%
45
246
$2K ﹤0.01%
54
247
$2K ﹤0.01%
200
248
$2K ﹤0.01%
35
249
$2K ﹤0.01%
15
250
$2K ﹤0.01%
15
8 9
10
11 12