IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.14M
3
+$1.97M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.82M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.24M

Top Sells

1
+$5.67M
2
+$4.01M
3
+$1.07M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$855K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$124K

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
44
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$6K ﹤0.01%
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$6K ﹤0.01%
384
306
$5K ﹤0.01%
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$5K ﹤0.01%
90
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$5K ﹤0.01%
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$5K ﹤0.01%
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315
$5K ﹤0.01%
5
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
300
320
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322
$4K ﹤0.01%
100
323
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$4K ﹤0.01%
9
325
$4K ﹤0.01%
98
11 12
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