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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.17M
3
+$2.01M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.85M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.26M

Top Sells

1
+$5.68M
2
+$4.01M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$858K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$126K

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%
155
227
$15K 0.01%
58
228
$14K 0.01%
250
229
$14K 0.01%
134
230
$14K 0.01%
61
231
$14K 0.01%
125
232
$14K 0.01%
130
233
$14K 0.01%
300
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%
165
240
$12K 0.01%
458
241
$12K 0.01%
100
242
$12K 0.01%
238
243
$12K 0.01%
595
244
$11K 0.01%
229
245
$11K 0.01%
136
246
$11K 0.01%
829
247
$11K 0.01%
250
248
$11K 0.01%
63
249
$11K 0.01%
400
250
$11K 0.01%
350
8 9
10
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