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
76
$75K 0.05%
1,600
77
$68K 0.05%
1,329
-12
78
$68K 0.05%
2,202
-1,380
79
$65K 0.05%
240
80
$64K 0.05%
1,270
-70
81
$61K 0.04%
1,384
-82
82
$61K 0.04%
478
-134
83
$61K 0.04%
1,331
84
$59K 0.04%
5,555
85
$57K 0.04%
2,340
86
$53K 0.04%
406
87
$49K 0.04%
1,480
88
$49K 0.04%
388
89
$47K 0.03%
3,000
90
$47K 0.03%
684
91
$46K 0.03%
1,698
92
$46K 0.03%
1,231
-210
93
$45K 0.03%
745
94
$42K 0.03%
1,270
+32
95
$42K 0.03%
3,550
96
$41K 0.03%
650
97
$40K 0.03%
359
+10
98
$40K 0.03%
744
99
$39K 0.03%
681
100
$38K 0.03%
368
2 3
4
5 6