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
326
$4K ﹤0.01%
300
327
$3K ﹤0.01%
52
328
$3K ﹤0.01%
+66
329
$3K ﹤0.01%
+91
330
$3K ﹤0.01%
15
331
$3K ﹤0.01%
26
332
$3K ﹤0.01%
30
333
$3K ﹤0.01%
172
334
$3K ﹤0.01%
204
335
$3K ﹤0.01%
+116
336
$3K ﹤0.01%
33
337
$3K ﹤0.01%
33
338
$3K ﹤0.01%
105
339
$2K ﹤0.01%
30
340
$2K ﹤0.01%
50
341
$2K ﹤0.01%
90
342
$2K ﹤0.01%
36
343
$2K ﹤0.01%
103
344
$2K ﹤0.01%
75
345
$2K ﹤0.01%
15
346
$2K ﹤0.01%
65
347
$2K ﹤0.01%
25
348
$2K ﹤0.01%
100
349
$2K ﹤0.01%
53
350
$2K ﹤0.01%
34
12 13
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15 16