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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.8%
+75,339
27
$1.47M 0.78%
87,740
+1,692
28
$1.29M 0.68%
67,568
+4,628
29
$1.26M 0.67%
107,778
+14,982
30
$1.05M 0.56%
12,703
+3,641
31
$1.05M 0.56%
42,326
+13,076
32
$937K 0.5%
4,536
33
$914K 0.49%
+46,195
34
$702K 0.37%
+26,766
35
$671K 0.36%
+12,993
36
$626K 0.33%
11,100
+964
37
$606K 0.32%
4,140
+140
38
$557K 0.3%
3,393
+52
39
$524K 0.28%
3,224
+59
40
$523K 0.28%
5,240
+790
41
$430K 0.23%
17,109
-10,574
42
$398K 0.21%
+10,687
43
$387K 0.21%
3,496
44
$357K 0.19%
+14,339
45
$337K 0.18%
7,108
46
$310K 0.16%
1,923
47
$283K 0.15%
12,009
+1,113
48
$235K 0.12%
5,220
49
$218K 0.12%
5,188
50
$205K 0.11%
956
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