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
151
$14K 0.01%
376
152
$14K 0.01%
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$14K 0.01%
407
+7
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725
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800
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500
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595
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$12K 0.01%
351
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$12K 0.01%
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$11K 0.01%
300
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$10K 0.01%
230
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$10K 0.01%
250
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$10K 0.01%
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$10K 0.01%
44
169
$9K 0.01%
829
170
$9K 0.01%
188
171
$9K 0.01%
63
172
$9K 0.01%
458
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$9K 0.01%
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174
$9K 0.01%
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175
$9K 0.01%
84
5 6
7
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