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
201
$5K ﹤0.01%
100
202
$5K ﹤0.01%
100
203
$5K ﹤0.01%
177
204
$5K ﹤0.01%
22
205
$5K ﹤0.01%
123
206
$5K ﹤0.01%
500
207
$5K ﹤0.01%
63
208
$5K ﹤0.01%
90
209
$5K ﹤0.01%
75
210
$5K ﹤0.01%
41
211
$5K ﹤0.01%
50
212
$4K ﹤0.01%
100
213
$4K ﹤0.01%
3
214
$4K ﹤0.01%
160
215
$4K ﹤0.01%
195
216
$4K ﹤0.01%
282
217
$4K ﹤0.01%
55
218
$4K ﹤0.01%
99
219
$4K ﹤0.01%
400
220
$4K ﹤0.01%
36
221
$4K ﹤0.01%
100
222
$4K ﹤0.01%
69
223
$4K ﹤0.01%
1,150
224
$4K ﹤0.01%
123
225
$3K ﹤0.01%
71
7 8
9
10 11