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
176
$8K 0.01%
275
-540
177
$8K 0.01%
422
178
$8K 0.01%
320
179
$8K 0.01%
84
180
$7K 0.01%
70
181
$7K 0.01%
130
182
$7K 0.01%
134
183
$7K 0.01%
645
184
$7K 0.01%
192
185
$7K 0.01%
130
186
$7K 0.01%
350
187
$7K 0.01%
90
188
$6K ﹤0.01%
73
189
$6K ﹤0.01%
120
190
$6K ﹤0.01%
385
191
$6K ﹤0.01%
+128
192
$6K ﹤0.01%
100
193
$6K ﹤0.01%
125
194
$6K ﹤0.01%
251
195
$6K ﹤0.01%
1,500
196
$6K ﹤0.01%
90
197
$6K ﹤0.01%
115
198
$6K ﹤0.01%
110
199
$6K ﹤0.01%
115
200
$6K ﹤0.01%
162
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