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
351
$1K ﹤0.01%
50
352
$1K ﹤0.01%
5
353
$1K ﹤0.01%
207
354
$1K ﹤0.01%
15
355
$1K ﹤0.01%
12
356
$1K ﹤0.01%
+12
357
$1K ﹤0.01%
+32
358
$1K ﹤0.01%
386
359
$1K ﹤0.01%
71
360
$1K ﹤0.01%
40
361
$1K ﹤0.01%
49
362
$1K ﹤0.01%
+30
363
$1K ﹤0.01%
+34
364
$1K ﹤0.01%
+8
365
$0 ﹤0.01%
55
366
$0 ﹤0.01%
3
-3
367
$0 ﹤0.01%
377
368
$0 ﹤0.01%
+1,500
369
$0 ﹤0.01%
+1,740
370
– –
-285
371
– –
-175
372
– –
-1,500
373
$0 ﹤0.01%
100
374
$0 ﹤0.01%
92
375
$0 ﹤0.01%
100
13 14
15
16 17