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
$146M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$893K
3
+$867K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$564K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$333K

Top Sells

1
+$21.1M
2
+$7.05M
3
+$6.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Sector Composition

1 Technology 1.16%
2 Healthcare 0.55%
3 Industrials 0.52%
4 Consumer Discretionary 0.32%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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377
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378
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1
379
$0 ﹤0.01%
16
380
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381
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382
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383
$0 ﹤0.01%
7
384
$0 ﹤0.01%
2
385
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9
386
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-1,600
387
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388
$0 ﹤0.01%
50
389
$0 ﹤0.01%
14
390
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391
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392
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393
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394
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395
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396
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397
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398
– –
-21,412
399
$0 ﹤0.01%
54
400
– –
-136
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16
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