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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.69M
3
+$7.52M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.37M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.09M

Top Sells

1
+$29.1M
2
+$9.92M
3
+$5.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.38M
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
26
$2.72M 0.89%
36,325
+12,511
27
$2.48M 0.81%
51,157
-2,666
28
$2.42M 0.79%
8,054
-207
29
$2.16M 0.7%
14,173
+1,525
30
$2.09M 0.68%
20,280
+2,200
31
$1.77M 0.58%
71,331
-132
32
$1.73M 0.56%
16,680
+2,040
33
$1.72M 0.56%
4,498
+966
34
$1.67M 0.54%
10,161
+2,761
35
$1.59M 0.52%
6,380
+1,675
36
$1.54M 0.5%
8,126
+1,395
37
$1.46M 0.47%
4,560
+44
38
$1.45M 0.47%
3,668
+155
39
$1.44M 0.47%
11,293
+223
40
$1.4M 0.46%
10,950
+618
41
$1.39M 0.45%
17,756
+957
42
$1.34M 0.44%
5,524
-106
43
$1.33M 0.43%
11,269
+1,243
44
$1.33M 0.43%
28,893
-1,754
45
$1.29M 0.42%
5,850
+5,340
46
$1.28M 0.42%
35,385
+550
47
$1.26M 0.41%
32,768
-1,019
48
$1.25M 0.41%
4,102
+782
49
$1.22M 0.4%
49,028
-812
50
$1.18M 0.38%
21,463
+597
1
2
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