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
251
$23K 0.01%
350
252
$23K 0.01%
400
253
$23K 0.01%
770
254
$22K 0.01%
633
255
$22K 0.01%
+340
256
$22K 0.01%
243
+4
257
$22K 0.01%
98
258
$21K 0.01%
481
259
$21K 0.01%
1,400
260
$21K 0.01%
2,000
261
$21K 0.01%
231
262
$20K 0.01%
150
263
$20K 0.01%
373
264
$20K 0.01%
265
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265
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102
266
$20K 0.01%
221
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267
$19K 0.01%
80
268
$19K 0.01%
320
269
$19K 0.01%
523
270
$19K 0.01%
1,753
271
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275
272
$19K 0.01%
600
273
$19K 0.01%
200
274
$18K 0.01%
250
275
$18K 0.01%
96
9 10
11
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