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
326
$2K ﹤0.01%
15
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$2K ﹤0.01%
+300
328
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+31
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30
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30
331
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100
332
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34
333
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50
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128
336
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45
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+59
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71
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67
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$2K ﹤0.01%
21
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$2K ﹤0.01%
400
343
$2K ﹤0.01%
+71
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$2K ﹤0.01%
144
345
$2K ﹤0.01%
456
346
$1K ﹤0.01%
+15
347
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36
348
$1K ﹤0.01%
41
349
$1K ﹤0.01%
+12
350
$1K ﹤0.01%
386
12 13
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15 16