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
251
$6K ﹤0.01%
+53
252
$6K ﹤0.01%
267
253
$6K ﹤0.01%
+9
254
$6K ﹤0.01%
458
255
$6K ﹤0.01%
47
-305
256
$6K ﹤0.01%
150
-576
257
$6K ﹤0.01%
158
258
$6K ﹤0.01%
177
259
$6K ﹤0.01%
829
260
$6K ﹤0.01%
125
-28
261
$6K ﹤0.01%
163
262
$6K ﹤0.01%
474
263
$5K ﹤0.01%
1,165
264
$5K ﹤0.01%
385
265
$5K ﹤0.01%
396
266
$5K ﹤0.01%
156
-456
267
$5K ﹤0.01%
25
268
$5K ﹤0.01%
156
-456
269
$5K ﹤0.01%
60
-6
270
$5K ﹤0.01%
159
271
$5K ﹤0.01%
+58
272
$5K ﹤0.01%
112
-54
273
$5K ﹤0.01%
+95
274
$5K ﹤0.01%
384
275
$5K ﹤0.01%
+150
9 10
11
12 13