IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
326
$2K ﹤0.01%
33
327
$2K ﹤0.01%
186
328
$1K ﹤0.01%
100
329
$1K ﹤0.01%
110
330
$1K ﹤0.01%
25
331
$1K ﹤0.01%
17
332
$1K ﹤0.01%
42
333
$1K ﹤0.01%
+100
334
$1K ﹤0.01%
75
335
$1K ﹤0.01%
172
336
$1K ﹤0.01%
+50
337
$1K ﹤0.01%
24
338
$1K ﹤0.01%
386
339
$1K ﹤0.01%
9
340
$1K ﹤0.01%
105
341
$1K ﹤0.01%
9
342
$1K ﹤0.01%
9
343
$1K ﹤0.01%
15
344
$0 ﹤0.01%
54
345
– –
-136
346
– –
-20
347
$0 ﹤0.01%
5
348
– –
-100
349
– –
0
350
$0 ﹤0.01%
39
12 13
14
15 16