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
351
$9K ﹤0.01%
+138
352
$9K ﹤0.01%
+395
353
$9K ﹤0.01%
+325
354
$8K ﹤0.01%
85
355
$8K ﹤0.01%
170
356
$8K ﹤0.01%
33
357
$8K ﹤0.01%
109
+17
358
$8K ﹤0.01%
87
359
$8K ﹤0.01%
90
+50
360
$8K ﹤0.01%
275
361
$8K ﹤0.01%
+160
362
$8K ﹤0.01%
95
363
$8K ﹤0.01%
147
364
$8K ﹤0.01%
384
365
$8K ﹤0.01%
28
+14
366
$8K ﹤0.01%
15
367
$8K ﹤0.01%
47
368
$8K ﹤0.01%
+85
369
$8K ﹤0.01%
+95
370
$8K ﹤0.01%
186
371
$8K ﹤0.01%
+150
372
$8K ﹤0.01%
+180
373
$8K ﹤0.01%
+160
374
$7K ﹤0.01%
+4
375
$7K ﹤0.01%
27
13 14
15
16 17