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
251
$6K ﹤0.01%
+257
252
$6K ﹤0.01%
130
253
$6K ﹤0.01%
+100
254
$6K ﹤0.01%
350
255
$6K ﹤0.01%
205
256
$6K ﹤0.01%
75
257
$6K ﹤0.01%
115
258
$5K ﹤0.01%
123
259
$5K ﹤0.01%
500
-150
260
$5K ﹤0.01%
+62
261
$5K ﹤0.01%
+100
262
$5K ﹤0.01%
115
263
$5K ﹤0.01%
110
264
$5K ﹤0.01%
+184
265
$5K ﹤0.01%
+214
266
$5K ﹤0.01%
+62
267
$5K ﹤0.01%
120
268
$5K ﹤0.01%
+74
269
$5K ﹤0.01%
100
270
$5K ﹤0.01%
484
271
$5K ﹤0.01%
160
-780
272
$5K ﹤0.01%
61
273
$5K ﹤0.01%
+200
274
$5K ﹤0.01%
41
275
$5K ﹤0.01%
+219
9 10
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