IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.14M
3
+$1.97M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.82M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.24M

Top Sells

1
+$5.67M
2
+$4.01M
3
+$1.07M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$855K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$124K

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
1
227
$15K 0.01%
58
228
$14K 0.01%
125
229
$14K 0.01%
130
230
$14K 0.01%
300
231
$14K 0.01%
250
232
$14K 0.01%
134
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$14K 0.01%
61
234
$13K 0.01%
100
235
$13K 0.01%
250
236
$13K 0.01%
96
237
$13K 0.01%
81
+2
238
$13K 0.01%
345
239
$12K 0.01%
595
240
$12K 0.01%
165
241
$12K 0.01%
458
242
$12K 0.01%
100
243
$12K 0.01%
238
244
$11K 0.01%
400
245
$11K 0.01%
171
246
$11K 0.01%
94
247
$11K 0.01%
136
248
$11K 0.01%
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249
$11K 0.01%
250
250
$11K 0.01%
63
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10
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