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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+470
227
$13K 0.01%
+200
228
$12K 0.01%
829
229
$12K 0.01%
77
+2
230
$12K 0.01%
300
231
$12K 0.01%
1,000
232
$12K 0.01%
+100
233
$12K 0.01%
+125
234
$12K 0.01%
229
235
$12K 0.01%
269
236
$12K 0.01%
+300
237
$12K 0.01%
+518
238
$12K 0.01%
595
239
$11K 0.01%
136
+75
240
$11K 0.01%
250
241
$11K 0.01%
158
-30
242
$11K 0.01%
63
243
$11K 0.01%
+400
244
$11K 0.01%
458
245
$11K 0.01%
+250
246
$11K 0.01%
250
+238
247
$11K 0.01%
350
248
$11K 0.01%
52
249
$11K 0.01%
+105
250
$11K 0.01%
100
8 9
10
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