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
126
$22K 0.02%
540
127
$22K 0.02%
369
+3
128
$22K 0.02%
1,753
129
$22K 0.02%
770
130
$21K 0.02%
1,350
131
$20K 0.01%
250
132
$20K 0.01%
390
133
$20K 0.01%
576
134
$20K 0.01%
475
135
$19K 0.01%
400
136
$19K 0.01%
500
137
$19K 0.01%
450
-30
138
$18K 0.01%
103
139
$18K 0.01%
65
140
$17K 0.01%
133
141
$17K 0.01%
1,000
142
$17K 0.01%
95
143
$16K 0.01%
400
144
$16K 0.01%
436
145
$16K 0.01%
404
146
$16K 0.01%
175
147
$15K 0.01%
100
148
$15K 0.01%
3,786
+1,260
149
$15K 0.01%
500
150
$14K 0.01%
110
4 5
6
7 8