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
$146M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$893K
3
+$867K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$564K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$333K

Top Sells

1
+$21.1M
2
+$7.05M
3
+$6.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Sector Composition

1 Technology 1.16%
2 Healthcare 0.55%
3 Industrials 0.52%
4 Consumer Discretionary 0.32%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
+4
227
$9K 0.01%
200
-988
228
$9K 0.01%
320
229
$9K 0.01%
90
230
$8K 0.01%
248
-113
231
$8K 0.01%
1,289
232
$8K 0.01%
275
233
$8K 0.01%
140
-140
234
$8K 0.01%
171
235
$8K 0.01%
229
236
$8K 0.01%
269
237
$8K 0.01%
44
238
$7K ﹤0.01%
124
+40
239
$7K ﹤0.01%
48
240
$7K ﹤0.01%
180
241
$7K ﹤0.01%
+57
242
$7K ﹤0.01%
160
-128
243
$7K ﹤0.01%
63
244
$7K ﹤0.01%
345
245
$7K ﹤0.01%
115
246
$7K ﹤0.01%
75
247
$7K ﹤0.01%
196
248
$7K ﹤0.01%
350
-750
249
$7K ﹤0.01%
115
250
$6K ﹤0.01%
474
8 9
10
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