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
126
$22K 0.02%
576
127
$22K 0.02%
1,753
128
$22K 0.02%
770
129
$21K 0.02%
250
130
$21K 0.02%
344
131
$21K 0.02%
400
132
$20K 0.01%
480
-110
133
$20K 0.01%
366
+3
134
$20K 0.01%
475
135
$20K 0.01%
1,350
136
$19K 0.01%
540
137
$19K 0.01%
390
138
$18K 0.01%
65
139
$17K 0.01%
103
140
$17K 0.01%
400
141
$17K 0.01%
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142
$16K 0.01%
200
143
$16K 0.01%
95
144
$16K 0.01%
500
145
$16K 0.01%
100
146
$16K 0.01%
500
147
$16K 0.01%
436
-230
148
$15K 0.01%
404
149
$15K 0.01%
175
150
$15K 0.01%
133
4 5
6
7 8