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
$203M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$793K
3
+$792K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$694K

Top Sells

1
+$1.25M
2
+$617K
3
+$506K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$483K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$406K

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%
115
252
$6K ﹤0.01%
62
253
$6K ﹤0.01%
+152
254
$6K ﹤0.01%
+101
255
$6K ﹤0.01%
856
256
$6K ﹤0.01%
1,150
257
$6K ﹤0.01%
+257
258
$5K ﹤0.01%
+62
259
$5K ﹤0.01%
120
260
$5K ﹤0.01%
+74
261
$5K ﹤0.01%
100
262
$5K ﹤0.01%
484
263
$5K ﹤0.01%
160
-780
264
$5K ﹤0.01%
61
265
$5K ﹤0.01%
123
266
$5K ﹤0.01%
500
-150
267
$5K ﹤0.01%
+62
268
$5K ﹤0.01%
+100
269
$5K ﹤0.01%
115
270
$5K ﹤0.01%
110
271
$5K ﹤0.01%
+200
272
$5K ﹤0.01%
41
273
$5K ﹤0.01%
+219
274
$5K ﹤0.01%
+223
275
$5K ﹤0.01%
+210
9 10
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