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
426
$4K ﹤0.01%
164
+3
427
$4K ﹤0.01%
45
428
$4K ﹤0.01%
73
429
$4K ﹤0.01%
+100
430
$4K ﹤0.01%
77
-241
431
$4K ﹤0.01%
46
432
$4K ﹤0.01%
40
433
$4K ﹤0.01%
100
434
$4K ﹤0.01%
77
435
$4K ﹤0.01%
+50
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%
52
442
$3K ﹤0.01%
31
443
$3K ﹤0.01%
100
444
$3K ﹤0.01%
133
445
$3K ﹤0.01%
36
446
$3K ﹤0.01%
105
447
$3K ﹤0.01%
64
+52
448
$3K ﹤0.01%
+75
449
$3K ﹤0.01%
75
450
$3K ﹤0.01%
40
16 17
18
19 20