IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$7.76M
2
+$7.68M
3
+$7.49M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.41M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.2M

Top Sells

1
+$29.1M
2
+$9.94M
3
+$5.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.39M
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
401
$6K ﹤0.01%
57
402
$6K ﹤0.01%
+35
403
$6K ﹤0.01%
45
404
$6K ﹤0.01%
116
405
$6K ﹤0.01%
100
406
$6K ﹤0.01%
226
-2,394
407
$6K ﹤0.01%
50
408
$6K ﹤0.01%
50
409
$6K ﹤0.01%
36
410
$6K ﹤0.01%
78
411
$6K ﹤0.01%
90
412
$5K ﹤0.01%
+42
413
$5K ﹤0.01%
105
-81
414
$5K ﹤0.01%
360
415
$5K ﹤0.01%
69
416
$5K ﹤0.01%
113
-34
417
$5K ﹤0.01%
20
418
$5K ﹤0.01%
69
419
$5K ﹤0.01%
29
420
$5K ﹤0.01%
63
421
$5K ﹤0.01%
+155
422
$5K ﹤0.01%
308
423
$5K ﹤0.01%
13
+11
424
$5K ﹤0.01%
36
425
$5K ﹤0.01%
105
15 16
17
18 19