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
$140M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.36M
3
+$1.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$694K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$320K

Top Sells

1
+$770K
2
+$416K
3
+$352K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$309K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$281K

Sector Composition

1 Consumer Discretionary 1.31%
2 Industrials 0.84%
3 Technology 0.49%
4 Healthcare 0.32%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.11%
3,860
52
$154K 0.11%
1,843
-240
53
$148K 0.11%
9,768
-1,740
54
$141K 0.1%
3,592
55
$138K 0.1%
956
56
$120K 0.09%
1,744
-42
57
$116K 0.08%
1,041
-104
58
$109K 0.08%
976
59
$109K 0.08%
5,634
-784
60
$108K 0.08%
2,223
-485
61
$102K 0.07%
3,393
62
$98K 0.07%
1,594
63
$94K 0.07%
1,961
-48
64
$90K 0.06%
862
65
$89K 0.06%
765
66
$85K 0.06%
12,280
-800
67
$83K 0.06%
3,216
+1,192
68
$82K 0.06%
1,888
69
$82K 0.06%
1,510
70
$81K 0.06%
888
71
$79K 0.06%
2,668
72
$77K 0.06%
544
73
$76K 0.05%
1,502
74
$75K 0.05%
1,668
75
$75K 0.05%
1,660
1 2
3
4 5