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
401
$6K ﹤0.01%
+35
402
$6K ﹤0.01%
45
403
$6K ﹤0.01%
116
404
$6K ﹤0.01%
100
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%
45
412
$5K ﹤0.01%
29
413
$5K ﹤0.01%
63
414
$5K ﹤0.01%
+42
415
$5K ﹤0.01%
105
-81
416
$5K ﹤0.01%
+155
417
$5K ﹤0.01%
308
418
$5K ﹤0.01%
13
+11
419
$5K ﹤0.01%
36
420
$5K ﹤0.01%
360
421
$5K ﹤0.01%
69
422
$5K ﹤0.01%
113
-34
423
$5K ﹤0.01%
20
424
$5K ﹤0.01%
105
425
$5K ﹤0.01%
69
15 16
17
18 19