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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.17M
3
+$2.01M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.85M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.26M

Top Sells

1
+$5.68M
2
+$4.01M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$858K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$126K

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%
384
302
$6K ﹤0.01%
342
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$6K ﹤0.01%
75
304
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50
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$5K ﹤0.01%
5
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309
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$5K ﹤0.01%
100
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110
312
$5K ﹤0.01%
128
313
$5K ﹤0.01%
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$5K ﹤0.01%
36
315
$5K ﹤0.01%
200
316
$4K ﹤0.01%
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317
$4K ﹤0.01%
73
318
$4K ﹤0.01%
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$4K ﹤0.01%
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320
$4K ﹤0.01%
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321
$4K ﹤0.01%
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322
$4K ﹤0.01%
100
323
$4K ﹤0.01%
173
324
$4K ﹤0.01%
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325
$4K ﹤0.01%
69
11 12
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