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
$146M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$1M
3
+$989K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$574K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$341K

Top Sells

1
+$25M
2
+$8.37M
3
+$8.02M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$5M

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%
116
302
$3K ﹤0.01%
36
303
$3K ﹤0.01%
50
-29
304
$3K ﹤0.01%
+26
305
$3K ﹤0.01%
110
306
$2K ﹤0.01%
+40
307
$2K ﹤0.01%
52
308
$2K ﹤0.01%
120
309
$2K ﹤0.01%
52
-120
310
$2K ﹤0.01%
47
311
$2K ﹤0.01%
15
312
$2K ﹤0.01%
15
313
$2K ﹤0.01%
30
314
$2K ﹤0.01%
65
315
$2K ﹤0.01%
37
316
$2K ﹤0.01%
186
317
$2K ﹤0.01%
30
318
$2K ﹤0.01%
50
319
$2K ﹤0.01%
133
320
$2K ﹤0.01%
81
321
$2K ﹤0.01%
36
322
$2K ﹤0.01%
+100
323
$2K ﹤0.01%
25
324
$2K ﹤0.01%
31
325
$2K ﹤0.01%
+100
11 12
13
14 15