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
276
$5K ﹤0.01%
90
277
$5K ﹤0.01%
+75
278
$5K ﹤0.01%
175
279
$4K ﹤0.01%
+306
280
$4K ﹤0.01%
29
281
$4K ﹤0.01%
5
282
$4K ﹤0.01%
3
-8
283
$4K ﹤0.01%
+33
284
$4K ﹤0.01%
32
285
$4K ﹤0.01%
176
286
$4K ﹤0.01%
58
-2
287
$4K ﹤0.01%
245
288
$4K ﹤0.01%
+36
289
$4K ﹤0.01%
15
-50
290
$4K ﹤0.01%
127
-1
291
$4K ﹤0.01%
+50
292
$4K ﹤0.01%
110
293
$4K ﹤0.01%
265
294
$4K ﹤0.01%
200
295
$4K ﹤0.01%
69
296
$3K ﹤0.01%
73
297
$3K ﹤0.01%
120
298
$3K ﹤0.01%
+40
299
$3K ﹤0.01%
118
-33
300
$3K ﹤0.01%
+26
10 11
12
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