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
176
$19K 0.01%
578
+13
177
$18K 0.01%
390
178
$18K 0.01%
1,000
179
$17K 0.01%
122
180
$17K 0.01%
250
181
$17K 0.01%
359
+2
182
$16K 0.01%
65
183
$16K 0.01%
414
+99
184
$15K 0.01%
1,000
185
$15K 0.01%
95
186
$14K 0.01%
193
187
$14K 0.01%
785
188
$14K 0.01%
404
189
$14K 0.01%
200
190
$13K 0.01%
100
191
$13K 0.01%
103
192
$13K 0.01%
110
193
$13K 0.01%
376
194
$13K 0.01%
379
+5
195
$13K 0.01%
595
196
$13K 0.01%
412
+2
197
$12K 0.01%
214
198
$12K 0.01%
500
199
$12K 0.01%
+175
200
$12K 0.01%
500
6 7
8
9 10