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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
52
327
$2K ﹤0.01%
+186
328
$2K ﹤0.01%
24
329
$2K ﹤0.01%
33
330
$2K ﹤0.01%
34
331
$2K ﹤0.01%
+100
332
$2K ﹤0.01%
+25
333
$2K ﹤0.01%
65
334
$2K ﹤0.01%
99
335
$2K ﹤0.01%
+204
336
$2K ﹤0.01%
15
337
$2K ﹤0.01%
+279
338
$2K ﹤0.01%
+75
339
$2K ﹤0.01%
36
340
$2K ﹤0.01%
110
341
$2K ﹤0.01%
90
342
$2K ﹤0.01%
+50
343
$2K ﹤0.01%
30
344
$1K ﹤0.01%
4
345
$1K ﹤0.01%
144
346
$1K ﹤0.01%
40
347
$1K ﹤0.01%
+9
348
$1K ﹤0.01%
386
349
$1K ﹤0.01%
+54
350
$1K ﹤0.01%
4
12 13
14
15 16