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
$143M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.39M
3
+$849K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$846K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$454K

Top Sells

1
+$1.27M
2
+$1.01M
3
+$523K
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$497K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$408K

Sector Composition

1 Consumer Discretionary 1.58%
2 Industrials 0.8%
3 Technology 0.49%
4 Healthcare 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
15
+10
202
$5K ﹤0.01%
6
203
$5K ﹤0.01%
152
-3
204
$5K ﹤0.01%
73
205
$5K ﹤0.01%
100
206
$5K ﹤0.01%
177
207
$5K ﹤0.01%
55
208
$5K ﹤0.01%
90
209
$5K ﹤0.01%
75
210
$5K ﹤0.01%
41
211
$5K ﹤0.01%
50
212
$5K ﹤0.01%
+128
213
$5K ﹤0.01%
500
214
$4K ﹤0.01%
3
215
$4K ﹤0.01%
63
216
$4K ﹤0.01%
400
217
$4K ﹤0.01%
36
218
$4K ﹤0.01%
+60
219
$4K ﹤0.01%
195
220
$4K ﹤0.01%
22
221
$4K ﹤0.01%
100
222
$4K ﹤0.01%
123
223
$3K ﹤0.01%
98
224
$3K ﹤0.01%
120
225
$3K ﹤0.01%
26
7 8
9
10 11