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
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.1M
3
+$9.65M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$8.87M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.54M

Top Sells

1
+$635K
2
+$61.9K
3
+$60.4K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.5K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22K

Sector Composition

1 Consumer Discretionary 1.07%
2 Industrials 0.98%
3 Technology 0.59%
4 Healthcare 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.67%
62,940
+600
27
$1.02M 0.59%
92,796
+4,170
28
$876K 0.51%
4,536
29
$755K 0.44%
9,062
+4,145
30
$727K 0.42%
29,250
-25,564
31
$695K 0.4%
+27,683
32
$531K 0.31%
4,000
33
$527K 0.31%
3,341
34
$493K 0.29%
3,165
+435
35
$469K 0.27%
10,136
-420
36
$435K 0.25%
4,450
37
$363K 0.21%
3,496
+600
38
$326K 0.19%
7,108
-388
39
$302K 0.17%
+14,281
40
$288K 0.17%
1,923
-75
41
$239K 0.14%
10,896
+4,185
42
$233K 0.13%
5,220
-216
43
$209K 0.12%
2,460
+240
44
$200K 0.12%
5,188
-144
45
$178K 0.1%
956
46
$177K 0.1%
3,393
47
$176K 0.1%
3,960
-22
48
$176K 0.1%
3,860
49
$174K 0.1%
3,144
50
$160K 0.09%
+1,566
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