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%
+73
532
$0 ﹤0.01%
+135
533
– –
-1,000
534
$0 ﹤0.01%
2
535
– –
-36,490
536
$0 ﹤0.01%
+15
537
– –
-9
538
$0 ﹤0.01%
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539
$0 ﹤0.01%
3
540
$0 ﹤0.01%
7
541
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542
$0 ﹤0.01%
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543
$0 ﹤0.01%
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544
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545
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546
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547
– –
-610
548
– –
-223
549
$0 ﹤0.01%
+4
550
– –
0
20 21
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