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
326
$11K ﹤0.01%
465
327
$11K ﹤0.01%
160
328
$11K ﹤0.01%
458
329
$11K ﹤0.01%
130
330
$11K ﹤0.01%
115
331
$11K ﹤0.01%
115
332
$11K ﹤0.01%
430
+50
333
$10K ﹤0.01%
406
334
$10K ﹤0.01%
1,165
335
$10K ﹤0.01%
396
336
$10K ﹤0.01%
500
337
$10K ﹤0.01%
+217
338
$10K ﹤0.01%
176
-25
339
$10K ﹤0.01%
+162
340
$10K ﹤0.01%
128
341
$10K ﹤0.01%
32
342
$10K ﹤0.01%
155
343
$10K ﹤0.01%
239
344
$9K ﹤0.01%
+302
345
$9K ﹤0.01%
140
346
$9K ﹤0.01%
150
347
$9K ﹤0.01%
110
348
$9K ﹤0.01%
100
349
$9K ﹤0.01%
83
350
$9K ﹤0.01%
82
12 13
14
15 16