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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.69M
3
+$7.52M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.37M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.09M

Top Sells

1
+$29.1M
2
+$9.92M
3
+$5.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.38M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.06M

Sector Composition

1 Technology 12.75%
2 Healthcare 3.71%
3 Consumer Discretionary 3.39%
4 Communication Services 1.86%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
200
+75
302
$14K ﹤0.01%
192
303
$14K ﹤0.01%
330
+230
304
$14K ﹤0.01%
114
305
$14K ﹤0.01%
57
306
$14K ﹤0.01%
233
307
$14K ﹤0.01%
267
308
$14K ﹤0.01%
269
309
$14K ﹤0.01%
242
310
$14K ﹤0.01%
260
+85
311
$13K ﹤0.01%
474
312
$13K ﹤0.01%
350
-250
313
$13K ﹤0.01%
424
314
$13K ﹤0.01%
291
315
$13K ﹤0.01%
171
316
$13K ﹤0.01%
229
317
$13K ﹤0.01%
195
318
$13K ﹤0.01%
200
319
$12K ﹤0.01%
165
-36
320
$12K ﹤0.01%
+108
321
$12K ﹤0.01%
+170
322
$12K ﹤0.01%
42
323
$12K ﹤0.01%
200
324
$12K ﹤0.01%
320
325
$11K ﹤0.01%
86
11 12
13
14 15