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
26
$1.9M 0.94%
21,596
-495
27
$1.88M 0.92%
18,937
-1,569
28
$1.74M 0.86%
20,501
-14,663
29
$1.65M 0.81%
42,618
+1,655
30
$1.54M 0.76%
46,681
-744
31
$1.49M 0.73%
37,537
+1,872
32
$1.48M 0.73%
13,489
-3,419
33
$1.3M 0.64%
12,796
-310
34
$1.15M 0.56%
26,202
+1,000
35
$998K 0.49%
38,995
+5,360
36
$793K 0.39%
+19,874
37
$792K 0.39%
+14,999
38
$735K 0.36%
15,250
-2,029
39
$733K 0.36%
18,836
-128
40
$719K 0.35%
6,313
+894
41
$639K 0.31%
17,944
-126
42
$634K 0.31%
5,437
-70
43
$607K 0.3%
15,302
+5,331
44
$583K 0.29%
8,016
-250
45
$531K 0.26%
12,477
-295
46
$498K 0.24%
16,531
+14,854
47
$492K 0.24%
21,362
-2,835
48
$462K 0.23%
16,324
-682
49
$416K 0.2%
9,956
-522
50
$393K 0.19%
14,060
-18,100
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