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
101
$35K 0.03%
240
102
$35K 0.03%
681
103
$35K 0.03%
378
-255
104
$34K 0.03%
781
105
$33K 0.02%
1,425
106
$33K 0.02%
369
107
$32K 0.02%
270
108
$32K 0.02%
263
109
$32K 0.02%
1,779
-486
110
$32K 0.02%
342
111
$32K 0.02%
1,509
112
$31K 0.02%
3,550
-280
113
$30K 0.02%
861
114
$30K 0.02%
352
+3
115
$30K 0.02%
565
116
$27K 0.02%
3,150
117
$27K 0.02%
612
-165
118
$27K 0.02%
1,000
-900
119
$27K 0.02%
295
120
$26K 0.02%
404
121
$26K 0.02%
793
122
$26K 0.02%
1,236
123
$25K 0.02%
470
124
$25K 0.02%
210
+10
125
$22K 0.02%
770
3 4
5
6 7