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
301
$4K ﹤0.01%
60
302
$4K ﹤0.01%
+83
303
$3K ﹤0.01%
100
304
$3K ﹤0.01%
79
305
$3K ﹤0.01%
75
-366
306
$3K ﹤0.01%
98
307
$3K ﹤0.01%
120
308
$3K ﹤0.01%
22
309
$3K ﹤0.01%
26
310
$3K ﹤0.01%
75
311
$3K ﹤0.01%
63
312
$3K ﹤0.01%
99
313
$3K ﹤0.01%
400
314
$3K ﹤0.01%
100
315
$3K ﹤0.01%
+60
316
$3K ﹤0.01%
141
317
$3K ﹤0.01%
50
318
$3K ﹤0.01%
+120
319
$3K ﹤0.01%
+124
320
$3K ﹤0.01%
412
321
$2K ﹤0.01%
51
322
$2K ﹤0.01%
133
323
$2K ﹤0.01%
91
324
$2K ﹤0.01%
35
325
$2K ﹤0.01%
18
11 12
13
14 15