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
251
$11K 0.01%
90
252
$10K 0.01%
+135
253
$10K 0.01%
500
254
$10K 0.01%
192
255
$10K 0.01%
245
256
$10K 0.01%
265
+165
257
$9K ﹤0.01%
385
258
$9K ﹤0.01%
+1,000
259
$9K ﹤0.01%
171
260
$9K ﹤0.01%
53
+18
261
$9K ﹤0.01%
200
262
$9K ﹤0.01%
172
263
$9K ﹤0.01%
+1,600
264
$9K ﹤0.01%
115
265
$8K ﹤0.01%
84
266
$8K ﹤0.01%
44
267
$8K ﹤0.01%
9
-7
268
$8K ﹤0.01%
+100
269
$8K ﹤0.01%
110
270
$8K ﹤0.01%
166
271
$8K ﹤0.01%
+158
272
$8K ﹤0.01%
+52
273
$8K ﹤0.01%
+229
274
$8K ﹤0.01%
+200
275
$8K ﹤0.01%
125
9 10
11
12 13