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
$143M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.39M
3
+$849K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$846K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$454K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$523K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$497K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

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
226
$3K ﹤0.01%
75
227
$3K ﹤0.01%
282
228
$3K ﹤0.01%
99
229
$3K ﹤0.01%
69
230
$3K ﹤0.01%
71
231
$3K ﹤0.01%
133
232
$3K ﹤0.01%
61
233
$3K ﹤0.01%
75
234
$3K ﹤0.01%
100
235
$3K ﹤0.01%
65
236
$3K ﹤0.01%
40
237
$2K ﹤0.01%
54
238
$2K ﹤0.01%
200
239
$2K ﹤0.01%
35
240
$2K ﹤0.01%
15
241
$2K ﹤0.01%
15
242
$2K ﹤0.01%
65
243
$2K ﹤0.01%
34
244
$2K ﹤0.01%
33
245
$2K ﹤0.01%
10
246
$2K ﹤0.01%
50
247
$2K ﹤0.01%
51
248
$2K ﹤0.01%
1,150
249
$2K ﹤0.01%
144
250
$2K ﹤0.01%
48
8 9
10
11 12