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
201
$12K 0.01%
44
202
$11K 0.01%
+78
203
$11K 0.01%
225
204
$10K ﹤0.01%
165
205
$10K ﹤0.01%
176
206
$10K ﹤0.01%
28
+14
207
$10K ﹤0.01%
+433
208
$10K ﹤0.01%
245
209
$9K ﹤0.01%
230
210
$9K ﹤0.01%
+99
211
$9K ﹤0.01%
250
212
$9K ﹤0.01%
231
213
$9K ﹤0.01%
232
+32
214
$9K ﹤0.01%
+166
215
$9K ﹤0.01%
458
216
$9K ﹤0.01%
229
217
$9K ﹤0.01%
198
218
$9K ﹤0.01%
84
219
$8K ﹤0.01%
137
+132
220
$8K ﹤0.01%
161
+100
221
$8K ﹤0.01%
334
222
$8K ﹤0.01%
+260
223
$8K ﹤0.01%
188
224
$8K ﹤0.01%
63
225
$8K ﹤0.01%
251
7 8
9
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