IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.14M
3
+$1.97M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.82M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.24M

Top Sells

1
+$5.67M
2
+$4.01M
3
+$1.07M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$855K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$124K

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
24
352
$2K ﹤0.01%
186
353
$2K ﹤0.01%
144
354
$1K ﹤0.01%
34
+12
355
$1K ﹤0.01%
54
356
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10
357
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39
358
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110
359
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17
360
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42
361
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260
-19
362
$1K ﹤0.01%
+200
363
$1K ﹤0.01%
249
364
$1K ﹤0.01%
100
365
$1K ﹤0.01%
+10
366
$1K ﹤0.01%
386
367
$1K ﹤0.01%
9
368
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40
369
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556
370
$0 ﹤0.01%
32
371
$0 ﹤0.01%
2
372
– –
-376
373
$0 ﹤0.01%
14
374
$0 ﹤0.01%
50
375
– –
0
12 13 14
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16