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
76
$139K 0.07%
7,010
77
$139K 0.07%
2,000
78
$137K 0.07%
3,860
79
$137K 0.07%
1,391
-326
80
$136K 0.07%
2,268
81
$131K 0.06%
6,165
+100
82
$131K 0.06%
2,673
83
$131K 0.06%
707
84
$130K 0.06%
3,592
85
$127K 0.06%
976
-30
86
$113K 0.06%
1,250
87
$110K 0.05%
3,875
+672
88
$103K 0.05%
16,464
+1,320
89
$86K 0.04%
5,576
-212
90
$82K 0.04%
1,007
91
$81K 0.04%
1,646
92
$80K 0.04%
3,000
93
$79K 0.04%
938
94
$76K 0.04%
3,521
-4,889
95
$74K 0.04%
693
96
$74K 0.04%
862
+6
97
$71K 0.03%
1,600
98
$70K 0.03%
1,660
99
$69K 0.03%
1,081
100
$66K 0.03%
2,668
2 3
4
5 6