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
276
$18K 0.01%
297
277
$18K 0.01%
300
-405
278
$18K 0.01%
390
+140
279
$17K 0.01%
+355
280
$17K 0.01%
85
281
$17K 0.01%
+450
282
$17K 0.01%
894
283
$17K 0.01%
84
284
$17K 0.01%
273
285
$17K 0.01%
576
286
$17K 0.01%
126
287
$17K 0.01%
130
288
$17K 0.01%
155
289
$16K 0.01%
275
290
$16K 0.01%
+315
291
$16K 0.01%
250
292
$16K 0.01%
319
-47
293
$16K 0.01%
165
294
$15K ﹤0.01%
+240
295
$15K ﹤0.01%
+523
296
$15K ﹤0.01%
325
+75
297
$15K ﹤0.01%
1,000
298
$15K ﹤0.01%
450
299
$15K ﹤0.01%
543
+13
300
$14K ﹤0.01%
385
10 11
12
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