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
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.1M
3
+$9.65M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$8.87M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.54M

Top Sells

1
+$635K
2
+$61.9K
3
+$60.4K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.5K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22K

Sector Composition

1 Consumer Discretionary 1.07%
2 Industrials 0.98%
3 Technology 0.59%
4 Healthcare 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
58
227
$6K ﹤0.01%
+35
228
$6K ﹤0.01%
128
229
$6K ﹤0.01%
+400
230
$6K ﹤0.01%
342
231
$6K ﹤0.01%
75
232
$6K ﹤0.01%
122
233
$5K ﹤0.01%
110
234
$5K ﹤0.01%
90
235
$5K ﹤0.01%
36
236
$5K ﹤0.01%
50
237
$4K ﹤0.01%
73
238
$4K ﹤0.01%
133
239
$4K ﹤0.01%
61
240
$4K ﹤0.01%
60
241
$4K ﹤0.01%
98
242
$4K ﹤0.01%
120
243
$4K ﹤0.01%
+110
244
$4K ﹤0.01%
100
245
$4K ﹤0.01%
69
246
$3K ﹤0.01%
52
247
$3K ﹤0.01%
15
248
$3K ﹤0.01%
26
249
$3K ﹤0.01%
249
250
$3K ﹤0.01%
30
8 9
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