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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.17M
3
+$2.01M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.85M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.26M

Top Sells

1
+$5.68M
2
+$4.01M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$858K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$126K

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%
556
355
$1K ﹤0.01%
40
356
$1K ﹤0.01%
9
357
$1K ﹤0.01%
386
358
$1K ﹤0.01%
+10
359
$1K ﹤0.01%
10
360
$1K ﹤0.01%
39
361
$1K ﹤0.01%
110
362
$1K ﹤0.01%
17
363
$1K ﹤0.01%
42
364
$1K ﹤0.01%
34
+12
365
$1K ﹤0.01%
260
-19
366
$1K ﹤0.01%
+200
367
$1K ﹤0.01%
249
368
$1K ﹤0.01%
100
369
$1K ﹤0.01%
54
370
– –
-4
371
$0 ﹤0.01%
3
372
$0 ﹤0.01%
7
373
$0 ﹤0.01%
30
374
$0 ﹤0.01%
2
375
$0 ﹤0.01%
18
12 13 14
15
16