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
326
$2K ﹤0.01%
133
327
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128
328
$2K ﹤0.01%
45
329
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+59
330
$2K ﹤0.01%
21
331
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35
332
$2K ﹤0.01%
18
333
$2K ﹤0.01%
15
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91
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$2K ﹤0.01%
+300
336
$2K ﹤0.01%
30
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30
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34
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$2K ﹤0.01%
400
342
$2K ﹤0.01%
+71
343
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144
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$2K ﹤0.01%
50
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$2K ﹤0.01%
456
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$1K ﹤0.01%
33
347
$1K ﹤0.01%
110
348
$1K ﹤0.01%
+15
349
$1K ﹤0.01%
36
350
$1K ﹤0.01%
41
12 13
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15 16