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
251
$11K 0.01%
229
252
$11K 0.01%
350
253
$10K 0.01%
269
254
$10K 0.01%
+24
255
$10K 0.01%
500
256
$10K 0.01%
85
257
$10K 0.01%
192
258
$10K 0.01%
180
259
$9K ﹤0.01%
229
260
$9K ﹤0.01%
245
261
$9K ﹤0.01%
474
262
$9K ﹤0.01%
200
263
$9K ﹤0.01%
200
264
$9K ﹤0.01%
172
265
$9K ﹤0.01%
1,600
266
$9K ﹤0.01%
267
267
$9K ﹤0.01%
52
268
$9K ﹤0.01%
265
269
$9K ﹤0.01%
397
270
$9K ﹤0.01%
115
271
$8K ﹤0.01%
171
272
$8K ﹤0.01%
57
273
$8K ﹤0.01%
100
274
$8K ﹤0.01%
84
275
$8K ﹤0.01%
385
9 10
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12 13