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
301
$3K ﹤0.01%
110
302
$3K ﹤0.01%
23
-211
303
$3K ﹤0.01%
116
304
$3K ﹤0.01%
36
305
$3K ﹤0.01%
50
-29
306
$2K ﹤0.01%
+40
307
$2K ﹤0.01%
52
308
$2K ﹤0.01%
30
309
$2K ﹤0.01%
50
310
$2K ﹤0.01%
133
311
$2K ﹤0.01%
81
312
$2K ﹤0.01%
36
313
$2K ﹤0.01%
+100
314
$2K ﹤0.01%
120
315
$2K ﹤0.01%
52
-120
316
$2K ﹤0.01%
47
317
$2K ﹤0.01%
15
318
$2K ﹤0.01%
15
319
$2K ﹤0.01%
30
320
$2K ﹤0.01%
65
321
$2K ﹤0.01%
25
322
$2K ﹤0.01%
37
323
$2K ﹤0.01%
307
324
$2K ﹤0.01%
186
325
$2K ﹤0.01%
+100
11 12
13
14 15