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
51
$390K 0.19%
3,683
+143
52
$388K 0.19%
4,000
53
$375K 0.18%
3,477
-20
54
$311K 0.15%
4,233
-898
55
$305K 0.15%
8,860
56
$301K 0.15%
12,304
+1,781
57
$300K 0.15%
10,908
+636
58
$285K 0.14%
3,722
-261
59
$284K 0.14%
2,778
+2,534
60
$268K 0.13%
5,202
+4
61
$267K 0.13%
4,946
-146
62
$241K 0.12%
+9,420
63
$234K 0.12%
4,181
64
$229K 0.11%
2,287
+70
65
$229K 0.11%
6,994
-18,858
66
$226K 0.11%
4,480
-800
67
$210K 0.1%
1,921
68
$203K 0.1%
7,260
-708
69
$191K 0.09%
14,403
-1,107
70
$189K 0.09%
5,280
71
$188K 0.09%
12,890
72
$182K 0.09%
5,752
-80
73
$167K 0.08%
6,447
+317
74
$155K 0.08%
4,050
75
$151K 0.07%
3,115
+1,372
1 2
3
4 5