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
526
$1K ﹤0.01%
+118
527
$1K ﹤0.01%
18
528
$1K ﹤0.01%
9
529
$1K ﹤0.01%
137
530
$1K ﹤0.01%
40
531
$0 ﹤0.01%
5
532
– –
0
533
$0 ﹤0.01%
54
534
$0 ﹤0.01%
5
535
$0 ﹤0.01%
3
536
– –
0
537
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0
538
– –
-50
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$0 ﹤0.01%
+4
540
$0 ﹤0.01%
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541
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542
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543
$0 ﹤0.01%
+1
544
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27
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545
$0 ﹤0.01%
15
546
– –
-100
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$0 ﹤0.01%
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548
$0 ﹤0.01%
+6
549
$0 ﹤0.01%
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550
$0 ﹤0.01%
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