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
276
$5K ﹤0.01%
+208
277
$5K ﹤0.01%
67
278
$5K ﹤0.01%
+184
279
$5K ﹤0.01%
+214
280
$4K ﹤0.01%
35
281
$4K ﹤0.01%
3
282
$4K ﹤0.01%
155
283
$4K ﹤0.01%
160
284
$4K ﹤0.01%
495
285
$4K ﹤0.01%
177
286
$4K ﹤0.01%
195
287
$4K ﹤0.01%
60
288
$4K ﹤0.01%
33
289
$4K ﹤0.01%
+217
290
$4K ﹤0.01%
140
291
$4K ﹤0.01%
+90
292
$4K ﹤0.01%
51
+5
293
$4K ﹤0.01%
+83
294
$4K ﹤0.01%
192
295
$4K ﹤0.01%
320
296
$4K ﹤0.01%
69
297
$4K ﹤0.01%
+175
298
$4K ﹤0.01%
50
299
$4K ﹤0.01%
162
300
$4K ﹤0.01%
1,410
10 11
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