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
276
$5K ﹤0.01%
+223
277
$5K ﹤0.01%
+210
278
$5K ﹤0.01%
+208
279
$5K ﹤0.01%
67
280
$4K ﹤0.01%
1,410
281
$4K ﹤0.01%
33
282
$4K ﹤0.01%
+217
283
$4K ﹤0.01%
140
284
$4K ﹤0.01%
+90
285
$4K ﹤0.01%
51
+5
286
$4K ﹤0.01%
192
287
$4K ﹤0.01%
320
288
$4K ﹤0.01%
69
289
$4K ﹤0.01%
+175
290
$4K ﹤0.01%
50
291
$4K ﹤0.01%
162
292
$4K ﹤0.01%
50
293
$4K ﹤0.01%
123
294
$4K ﹤0.01%
35
295
$4K ﹤0.01%
3
296
$4K ﹤0.01%
155
297
$4K ﹤0.01%
160
298
$4K ﹤0.01%
495
299
$4K ﹤0.01%
177
300
$4K ﹤0.01%
195
10 11
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