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
51
$167K 0.12%
2,083
-1,165
52
$164K 0.12%
4,665
53
$162K 0.12%
4,052
54
$147K 0.11%
3,592
55
$138K 0.1%
956
56
$129K 0.1%
6,418
57
$127K 0.09%
1,145
58
$126K 0.09%
2,708
+35
59
$115K 0.09%
1,786
60
$107K 0.08%
3,582
-140
61
$105K 0.08%
1,594
-200
62
$105K 0.08%
976
-9
63
$94K 0.07%
2,009
+1
64
$92K 0.07%
765
+310
65
$92K 0.07%
3,393
66
$86K 0.06%
862
67
$86K 0.06%
13,080
-864
68
$86K 0.06%
1,600
69
$82K 0.06%
544
+209
70
$82K 0.06%
5,331
+2,550
71
$79K 0.06%
1,888
-236
72
$79K 0.06%
1,510
73
$79K 0.06%
3,000
74
$76K 0.06%
612
-41
75
$76K 0.06%
1,502
-144
1 2
3
4 5