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
201
$6K ﹤0.01%
856
202
$5K ﹤0.01%
155
203
$5K ﹤0.01%
177
204
$5K ﹤0.01%
22
205
$5K ﹤0.01%
61
206
$5K ﹤0.01%
500
207
$5K ﹤0.01%
63
208
$5K ﹤0.01%
75
209
$5K ﹤0.01%
41
210
$4K ﹤0.01%
100
211
$4K ﹤0.01%
3
212
$4K ﹤0.01%
100
213
$4K ﹤0.01%
160
214
$4K ﹤0.01%
195
215
$4K ﹤0.01%
123
216
$4K ﹤0.01%
55
217
$4K ﹤0.01%
99
218
$4K ﹤0.01%
400
219
$4K ﹤0.01%
36
220
$4K ﹤0.01%
69
221
$4K ﹤0.01%
50
222
$4K ﹤0.01%
1,150
223
$4K ﹤0.01%
123
224
$3K ﹤0.01%
71
225
$3K ﹤0.01%
6
7 8
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10 11