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
251
$2K ﹤0.01%
65
252
$2K ﹤0.01%
65
253
$2K ﹤0.01%
34
254
$2K ﹤0.01%
386
255
$2K ﹤0.01%
5
256
$2K ﹤0.01%
400
257
$2K ﹤0.01%
50
258
$2K ﹤0.01%
51
+1
259
$2K ﹤0.01%
+10
260
$1K ﹤0.01%
50
261
$1K ﹤0.01%
+3
262
$1K ﹤0.01%
+17
263
$1K ﹤0.01%
36
264
$1K ﹤0.01%
41
265
$1K ﹤0.01%
15
266
$1K ﹤0.01%
50
267
$1K ﹤0.01%
33
268
$1K ﹤0.01%
12
269
$1K ﹤0.01%
12
270
$1K ﹤0.01%
32
271
$1K ﹤0.01%
71
272
$1K ﹤0.01%
377
273
$1K ﹤0.01%
34
274
– –
-456
275
– –
-425
9 10
11
12 13