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
501
$2K ﹤0.01%
70
502
$2K ﹤0.01%
20
503
$2K ﹤0.01%
6
504
$2K ﹤0.01%
386
505
$1K ﹤0.01%
7
506
$1K ﹤0.01%
25
507
$1K ﹤0.01%
+32
508
$1K ﹤0.01%
5
509
$1K ﹤0.01%
13
510
$1K ﹤0.01%
+3
511
$1K ﹤0.01%
10
512
$1K ﹤0.01%
10
513
$1K ﹤0.01%
+25
514
$1K ﹤0.01%
+30
515
$1K ﹤0.01%
14
516
$1K ﹤0.01%
85
517
$1K ﹤0.01%
+20
518
$1K ﹤0.01%
14
519
$1K ﹤0.01%
50
520
$1K ﹤0.01%
15
521
$1K ﹤0.01%
50
522
$1K ﹤0.01%
32
523
$1K ﹤0.01%
8
524
$1K ﹤0.01%
+3
525
$1K ﹤0.01%
+4
19 20
21
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