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
$146M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$893K
3
+$867K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$564K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$333K

Top Sells

1
+$21.1M
2
+$7.05M
3
+$6.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Sector Composition

1 Technology 1.16%
2 Healthcare 0.55%
3 Industrials 0.52%
4 Consumer Discretionary 0.32%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.32%
3,565
-633
27
$428K 0.29%
20,088
-11,727
28
$386K 0.26%
18,786
-1,280
29
$383K 0.26%
9,280
-36,472
30
$327K 0.22%
3,399
-14,069
31
$291K 0.2%
1,130
-9,986
32
$218K 0.15%
1,656
-2,543
33
$215K 0.15%
+8,545
34
$211K 0.14%
3,693
-40,191
35
$180K 0.12%
8,725
-540
36
$170K 0.12%
1,077
-400
37
$167K 0.11%
1,448
-1,619
38
$164K 0.11%
3,958
39
$161K 0.11%
38,990
+35,436
40
$158K 0.11%
1,069
+277
41
$156K 0.11%
939
+75
42
$154K 0.11%
3,568
-2,478
43
$147K 0.1%
6,606
-260
44
$146K 0.1%
3,393
45
$143K 0.1%
2,645
46
$142K 0.1%
6,666
-4,470
47
$140K 0.1%
4,670
48
$138K 0.09%
1,420
-1,420
49
$137K 0.09%
3,568
-2,600
50
$136K 0.09%
2,255
-375
1
2
3 4 5