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
451
$3K ﹤0.01%
50
452
$3K ﹤0.01%
51
453
$3K ﹤0.01%
254
+1
454
$3K ﹤0.01%
101
455
$3K ﹤0.01%
30
456
$3K ﹤0.01%
+90
457
$3K ﹤0.01%
+11
458
$3K ﹤0.01%
10
459
$3K ﹤0.01%
26
460
$3K ﹤0.01%
52
461
$3K ﹤0.01%
15
462
$3K ﹤0.01%
47
463
$3K ﹤0.01%
15
464
$3K ﹤0.01%
35
465
$3K ﹤0.01%
116
466
$3K ﹤0.01%
65
467
$3K ﹤0.01%
10
468
$3K ﹤0.01%
25
469
$3K ﹤0.01%
+220
470
$3K ﹤0.01%
115
471
$2K ﹤0.01%
+41
472
$2K ﹤0.01%
+24
473
$2K ﹤0.01%
+17
474
$2K ﹤0.01%
+27
475
$2K ﹤0.01%
+14
17 18
19
20 21