IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$2.61M
2
+$1.84M
3
+$1.05M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$434K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$411K

Top Sells

1
+$996K
2
+$613K
3
+$601K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$349K
5
VV icon
Vanguard Large-Cap ETF
VV
+$184K

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%
177
203
$5K ﹤0.01%
22
204
$5K ﹤0.01%
61
205
$5K ﹤0.01%
500
206
$5K ﹤0.01%
63
207
$5K ﹤0.01%
155
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%
99
216
$4K ﹤0.01%
400
217
$4K ﹤0.01%
36
218
$4K ﹤0.01%
123
219
$4K ﹤0.01%
123
220
$4K ﹤0.01%
55
221
$4K ﹤0.01%
69
222
$4K ﹤0.01%
50
223
$4K ﹤0.01%
1,150
224
$3K ﹤0.01%
120
225
$3K ﹤0.01%
26
7 8
9
10 11