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
126
$41K 0.02%
5,218
127
$39K 0.02%
240
+89
128
$39K 0.02%
905
+840
129
$38K 0.02%
1,302
130
$38K 0.02%
870
+139
131
$37K 0.02%
346
-150
132
$36K 0.02%
377
133
$35K 0.02%
296
+28
134
$35K 0.02%
356
135
$35K 0.02%
744
136
$35K 0.02%
1,509
137
$34K 0.02%
620
138
$32K 0.02%
1,425
139
$32K 0.02%
+458
140
$31K 0.02%
777
-126
141
$31K 0.02%
2,265
+340
142
$31K 0.02%
369
143
$30K 0.01%
3,830
+720
144
$29K 0.01%
859
145
$29K 0.01%
368
146
$29K 0.01%
270
147
$29K 0.01%
2,712
+151
148
$28K 0.01%
957
+856
149
$27K 0.01%
560
150
$26K 0.01%
357
4 5
6
7 8