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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.17M
3
+$2.01M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.85M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.26M

Top Sells

1
+$5.68M
2
+$4.01M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$858K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$126K

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.05%
18,007
+124
27
$1.79M 0.92%
35,646
+1,894
28
$1.65M 0.85%
37,938
+1,901
29
$1.64M 0.85%
44,769
-3,438
30
$1.56M 0.81%
99,968
+6,174
31
$1.38M 0.71%
78,644
+2,832
32
$764K 0.39%
4,198
-338
33
$660K 0.34%
24,299
34
$647K 0.33%
25,796
-2,900
35
$608K 0.31%
24,383
+5,645
36
$564K 0.29%
4,140
37
$550K 0.28%
11,584
+68
38
$530K 0.27%
3,297
-96
39
$514K 0.27%
5,240
40
$479K 0.25%
3,136
-60
41
$461K 0.24%
5,483
-12,827
42
$410K 0.21%
3,805
43
$326K 0.17%
6,040
+2
44
$304K 0.16%
6,464
-644
45
$301K 0.16%
1,923
46
$278K 0.14%
12,204
-570
47
$248K 0.13%
2,780
+60
48
$233K 0.12%
1,521
49
$202K 0.1%
4,764
-456
50
$199K 0.1%
4,972
-216
1
2
3 4 5