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
101
$64K 0.03%
1,668
102
$59K 0.03%
659
103
$57K 0.03%
1,237
104
$57K 0.03%
1,466
105
$55K 0.03%
406
106
$55K 0.03%
1,216
-161
107
$55K 0.03%
1,331
108
$54K 0.03%
2,285
109
$53K 0.03%
+2,563
110
$52K 0.03%
998
111
$50K 0.02%
749
112
$50K 0.02%
1,900
113
$50K 0.02%
+1,820
114
$49K 0.02%
+1,570
115
$49K 0.02%
1,980
-180
116
$48K 0.02%
1,235
+62
117
$48K 0.02%
391
-41
118
$47K 0.02%
1,824
+260
119
$46K 0.02%
3,418
-542
120
$44K 0.02%
1,235
121
$43K 0.02%
455
122
$42K 0.02%
3,000
123
$42K 0.02%
3,150
124
$41K 0.02%
1,310
-1,719
125
$41K 0.02%
745
3 4
5
6 7