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
151
$25K 0.01%
815
152
$25K 0.01%
349
+3
153
$24K 0.01%
793
+261
154
$24K 0.01%
457
+57
155
$24K 0.01%
1,800
-450
156
$24K 0.01%
565
157
$23K 0.01%
404
158
$23K 0.01%
666
-160
159
$23K 0.01%
232
+32
160
$23K 0.01%
590
-120
161
$23K 0.01%
+2,681
162
$23K 0.01%
+1,541
163
$22K 0.01%
470
164
$22K 0.01%
500
165
$21K 0.01%
+1,069
166
$21K 0.01%
344
167
$21K 0.01%
1,753
168
$21K 0.01%
770
169
$21K 0.01%
425
170
$20K 0.01%
400
-475
171
$20K 0.01%
576
172
$20K 0.01%
+249
173
$20K 0.01%
+215
174
$19K 0.01%
470
175
$19K 0.01%
576
5 6
7
8 9