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
101
$38K 0.03%
3,150
102
$38K 0.03%
356
103
$36K 0.03%
781
104
$35K 0.03%
1,425
105
$35K 0.03%
369
106
$34K 0.02%
352
-26
107
$34K 0.02%
1,509
108
$33K 0.02%
270
109
$32K 0.02%
354
+2
110
$32K 0.02%
1,779
111
$31K 0.02%
861
112
$31K 0.02%
263
113
$30K 0.02%
342
114
$28K 0.02%
612
115
$28K 0.02%
565
116
$27K 0.02%
404
117
$27K 0.02%
400
118
$27K 0.02%
1,000
119
$26K 0.02%
295
120
$25K 0.02%
470
121
$25K 0.02%
793
122
$25K 0.02%
1,236
123
$24K 0.02%
210
124
$24K 0.02%
500
125
$23K 0.02%
344
3 4
5
6 7