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
251
$11K 0.01%
171
252
$11K 0.01%
94
253
$10K 0.01%
90
254
$10K 0.01%
269
255
$10K 0.01%
192
256
$10K 0.01%
85
257
$10K 0.01%
500
258
$10K 0.01%
+24
259
$9K ﹤0.01%
474
260
$9K ﹤0.01%
200
261
$9K ﹤0.01%
229
262
$9K ﹤0.01%
245
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%
385
272
$8K ﹤0.01%
275
273
$8K ﹤0.01%
180
274
$8K ﹤0.01%
158
275
$8K ﹤0.01%
166
9 10
11
12 13