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
26
$960K 0.72%
114,528
-11,946
27
$827K 0.62%
8,144
-1,149
28
$805K 0.6%
36,525
-27,815
29
$759K 0.57%
17,709
+1,471
30
$695K 0.52%
51,428
+1,216
31
$524K 0.39%
6,146
-1,695
32
$451K 0.34%
3,651
-149
33
$445K 0.33%
4,000
34
$441K 0.33%
3,242
35
$426K 0.32%
19,616
+2,831
36
$413K 0.31%
+8,124
37
$387K 0.29%
3,342
38
$341K 0.25%
14,863
-3,405
39
$300K 0.22%
11,700
40
$299K 0.22%
8,004
-220
41
$295K 0.22%
3,468
-170
42
$238K 0.18%
2,217
43
$212K 0.16%
5,280
44
$186K 0.14%
6,060
-720
45
$182K 0.14%
11,935
-655
46
$178K 0.13%
3,768
47
$176K 0.13%
5,228
48
$173K 0.13%
3,860
49
$172K 0.13%
11,508
-1,620
50
$171K 0.13%
7,156
-3,200
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