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
376
$0 ﹤0.01%
7
377
– –
-100
378
– –
0
379
$0 ﹤0.01%
+20
380
$0 ﹤0.01%
1
381
$0 ﹤0.01%
16
382
$0 ﹤0.01%
3
383
$0 ﹤0.01%
7
384
$0 ﹤0.01%
2
385
$0 ﹤0.01%
9
386
$0 ﹤0.01%
33
387
$0 ﹤0.01%
50
388
$0 ﹤0.01%
14
389
– –
-376
390
– –
-158
391
$0 ﹤0.01%
22
392
$0 ﹤0.01%
32
393
$0 ﹤0.01%
13
394
– –
0
395
$0 ﹤0.01%
5
12 13 14 15
16