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
251
$2K ﹤0.01%
5
252
$2K ﹤0.01%
400
253
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51
254
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144
255
$2K ﹤0.01%
10
256
$1K ﹤0.01%
50
257
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3
258
$1K ﹤0.01%
17
259
$1K ﹤0.01%
36
260
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15
261
$1K ﹤0.01%
50
262
$1K ﹤0.01%
33
263
$1K ﹤0.01%
12
264
$1K ﹤0.01%
32
265
$1K ﹤0.01%
71
266
$1K ﹤0.01%
377
267
– –
-34
268
– –
-50
269
$0 ﹤0.01%
55
270
$0 ﹤0.01%
3
271
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40
272
$0 ﹤0.01%
53
-803
273
– –
-92
274
– –
-3,000
275
$0 ﹤0.01%
120
8 9 10
11
12