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
176
$8K 0.01%
275
177
$8K 0.01%
200
178
$8K 0.01%
422
179
$7K 0.01%
70
180
$7K 0.01%
130
181
$7K 0.01%
134
182
$7K 0.01%
645
183
$7K 0.01%
192
184
$7K 0.01%
130
185
$7K 0.01%
251
186
$7K 0.01%
1,500
187
$7K 0.01%
115
188
$7K 0.01%
90
189
$7K 0.01%
162
190
$6K ﹤0.01%
73
191
$6K ﹤0.01%
120
192
$6K ﹤0.01%
385
193
$6K ﹤0.01%
+396
194
$6K ﹤0.01%
128
195
$6K ﹤0.01%
125
196
$6K ﹤0.01%
61
197
$6K ﹤0.01%
115
198
$6K ﹤0.01%
110
199
$5K ﹤0.01%
6
200
$5K ﹤0.01%
155
6 7
8
9 10