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
$140M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.36M
3
+$1.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$694K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$320K

Top Sells

1
+$770K
2
+$416K
3
+$352K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$309K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$281K

Sector Composition

1 Consumer Discretionary 1.31%
2 Industrials 0.84%
3 Technology 0.49%
4 Healthcare 0.32%
5 Financials 0.28%
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
229
$3K ﹤0.01%
127
230
$3K ﹤0.01%
75
231
$3K ﹤0.01%
98
232
$3K ﹤0.01%
200
233
$3K ﹤0.01%
120
234
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26
235
$3K ﹤0.01%
75
236
$3K ﹤0.01%
100
237
$3K ﹤0.01%
40
238
$3K ﹤0.01%
50
239
$2K ﹤0.01%
48
240
$2K ﹤0.01%
67
241
$2K ﹤0.01%
110
242
$2K ﹤0.01%
54
243
$2K ﹤0.01%
35
244
$2K ﹤0.01%
15
245
$2K ﹤0.01%
15
246
$2K ﹤0.01%
65
247
$2K ﹤0.01%
65
248
$2K ﹤0.01%
34
249
$2K ﹤0.01%
33
250
$2K ﹤0.01%
386
8 9
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