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
301
– –
-290
302
– –
-200
303
– –
-4,542
304
$0 ﹤0.01%
92
305
$0 ﹤0.01%
40
306
$0 ﹤0.01%
3
307
$0 ﹤0.01%
55
308
– –
-8
309
– –
-425
310
– –
-456
9 10 11 12
13