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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.69M
3
+$7.52M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.37M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.09M

Top Sells

1
+$29.1M
2
+$9.92M
3
+$5.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.38M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.06M

Sector Composition

1 Technology 12.75%
2 Healthcare 3.71%
3 Consumer Discretionary 3.39%
4 Communication Services 1.86%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
483
227
$28K 0.01%
103
228
$28K 0.01%
414
229
$28K 0.01%
190
230
$27K 0.01%
829
231
$27K 0.01%
750
-500
232
$26K 0.01%
150
233
$26K 0.01%
250
234
$26K 0.01%
1,509
235
$25K 0.01%
200
236
$25K 0.01%
70
237
$25K 0.01%
234
+204
238
$25K 0.01%
633
239
$24K 0.01%
600
240
$24K 0.01%
114
241
$24K 0.01%
3,452
242
$24K 0.01%
250
243
$24K 0.01%
1,086
244
$24K 0.01%
180
245
$24K 0.01%
110
246
$24K 0.01%
+250
247
$24K 0.01%
+170
248
$23K 0.01%
247
249
$23K 0.01%
250
250
$23K 0.01%
584
8 9
10
11 12