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
451
$3K ﹤0.01%
15
452
$3K ﹤0.01%
47
453
$3K ﹤0.01%
15
454
$3K ﹤0.01%
65
455
$3K ﹤0.01%
10
456
$3K ﹤0.01%
25
457
$3K ﹤0.01%
+220
458
$3K ﹤0.01%
115
459
$3K ﹤0.01%
52
460
$3K ﹤0.01%
31
461
$3K ﹤0.01%
100
462
$3K ﹤0.01%
133
463
$3K ﹤0.01%
36
464
$3K ﹤0.01%
105
465
$3K ﹤0.01%
64
+52
466
$3K ﹤0.01%
+75
467
$3K ﹤0.01%
75
468
$3K ﹤0.01%
40
469
$3K ﹤0.01%
35
470
$3K ﹤0.01%
116
471
$2K ﹤0.01%
+27
472
$2K ﹤0.01%
+14
473
$2K ﹤0.01%
25
474
$2K ﹤0.01%
10
475
$2K ﹤0.01%
42
17 18
19
20 21