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 icon
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%
100
352
$1K ﹤0.01%
33
353
$1K ﹤0.01%
42
354
$1K ﹤0.01%
17
355
$1K ﹤0.01%
3
356
$1K ﹤0.01%
39
357
$1K ﹤0.01%
10
358
– –
-1,775
359
$0 ﹤0.01%
3
360
– –
-1,150
361
– –
-64
362
$0 ﹤0.01%
7
+1
363
$0 ﹤0.01%
30
364
$0 ﹤0.01%
7
365
– –
-122
366
– –
0
367
– –
-1,236
368
$0 ﹤0.01%
1
369
$0 ﹤0.01%
16
370
$0 ﹤0.01%
3
+2
371
$0 ﹤0.01%
7
372
$0 ﹤0.01%
2
-15
373
$0 ﹤0.01%
9
374
$0 ﹤0.01%
50
375
$0 ﹤0.01%
14
12 13 14
15
16