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
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
351
$1K ﹤0.01%
4
352
$1K ﹤0.01%
+54
353
$1K ﹤0.01%
386
354
$1K ﹤0.01%
+9
355
$1K ﹤0.01%
40
356
$1K ﹤0.01%
144
357
$1K ﹤0.01%
4
358
– –
-64
359
– –
-1,150
360
$0 ﹤0.01%
3
361
– –
-1,775
362
$0 ﹤0.01%
5
363
– –
0
364
– –
-10
365
$0 ﹤0.01%
13
366
$0 ﹤0.01%
107
+80
367
$0 ﹤0.01%
22
368
$0 ﹤0.01%
+4
369
– –
-300
370
– –
-350
371
$0 ﹤0.01%
14
372
$0 ﹤0.01%
50
373
$0 ﹤0.01%
9
374
$0 ﹤0.01%
2
-15
375
$0 ﹤0.01%
7
12 13 14
15
16