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
$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%
65
-3,395
327
$2K ﹤0.01%
33
328
$1K ﹤0.01%
9
329
$1K ﹤0.01%
15
330
$1K ﹤0.01%
100
331
$1K ﹤0.01%
110
332
$1K ﹤0.01%
25
333
$1K ﹤0.01%
17
334
$1K ﹤0.01%
42
335
$1K ﹤0.01%
+100
336
$1K ﹤0.01%
75
337
$1K ﹤0.01%
172
338
$1K ﹤0.01%
+50
339
$1K ﹤0.01%
24
340
$1K ﹤0.01%
386
341
$1K ﹤0.01%
9
342
$1K ﹤0.01%
9
343
$1K ﹤0.01%
105
344
– –
-556
345
$0 ﹤0.01%
3
346
– –
-300
347
$0 ﹤0.01%
40
348
$0 ﹤0.01%
7
349
– –
-736
350
$0 ﹤0.01%
2
12 13
14
15 16