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
76
$76K 0.06%
888
-47
77
$71K 0.05%
1,660
78
$70K 0.05%
1,668
79
$70K 0.05%
2,668
80
$68K 0.05%
1,340
-2,168
81
$67K 0.05%
1,341
-1,827
82
$64K 0.05%
1,466
83
$62K 0.05%
1,331
84
$57K 0.04%
+5,555
85
$55K 0.04%
2,340
86
$52K 0.04%
406
87
$52K 0.04%
2,024
+196
88
$51K 0.04%
1,441
89
$49K 0.04%
1,480
-4
90
$49K 0.04%
388
-305
91
$47K 0.04%
3,000
92
$45K 0.03%
684
93
$44K 0.03%
1,698
-282
94
$43K 0.03%
745
95
$41K 0.03%
1,238
+34
96
$41K 0.03%
744
97
$40K 0.03%
349
98
$39K 0.03%
368
99
$38K 0.03%
650
100
$36K 0.03%
356
2 3
4
5 6