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
426
$4K ﹤0.01%
164
+3
427
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45
428
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73
429
$4K ﹤0.01%
+100
430
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77
431
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+50
432
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77
-241
433
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434
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40
435
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100
436
$4K ﹤0.01%
106
+2
437
$4K ﹤0.01%
87
438
$4K ﹤0.01%
64
439
$4K ﹤0.01%
80
440
$4K ﹤0.01%
35
441
$3K ﹤0.01%
50
442
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254
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30
446
$3K ﹤0.01%
+90
447
$3K ﹤0.01%
+11
448
$3K ﹤0.01%
10
449
$3K ﹤0.01%
26
450
$3K ﹤0.01%
52
16 17
18
19 20