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
151
$15K 0.01%
404
152
$14K 0.01%
400
+7
153
$14K 0.01%
110
154
$14K 0.01%
400
155
$13K 0.01%
376
156
$13K 0.01%
500
157
$13K 0.01%
214
158
$12K 0.01%
725
159
$12K 0.01%
300
160
$12K 0.01%
2,526
+991
161
$11K 0.01%
198
162
$11K 0.01%
225
163
$11K 0.01%
351
-225
164
$11K 0.01%
800
165
$10K 0.01%
44
166
$10K 0.01%
+269
167
$10K 0.01%
250
168
$9K 0.01%
230
169
$9K 0.01%
829
170
$9K 0.01%
231
171
$9K 0.01%
188
172
$9K 0.01%
200
173
$9K 0.01%
63
174
$9K 0.01%
458
175
$9K 0.01%
229
5 6
7
8 9