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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
+66
302
$5K ﹤0.01%
110
303
$5K ﹤0.01%
36
304
$5K ﹤0.01%
200
305
$4K ﹤0.01%
73
306
$4K ﹤0.01%
133
307
$4K ﹤0.01%
+182
308
$4K ﹤0.01%
120
309
$4K ﹤0.01%
+100
310
$4K ﹤0.01%
249
311
$4K ﹤0.01%
+100
312
$4K ﹤0.01%
+169
313
$4K ﹤0.01%
+50
314
$4K ﹤0.01%
+179
315
$4K ﹤0.01%
69
316
$4K ﹤0.01%
+300
317
$3K ﹤0.01%
52
318
$3K ﹤0.01%
98
319
$3K ﹤0.01%
15
320
$3K ﹤0.01%
26
321
$3K ﹤0.01%
30
322
$3K ﹤0.01%
+53
323
$3K ﹤0.01%
33
324
$3K ﹤0.01%
+105
325
$3K ﹤0.01%
+556
11 12
13
14 15