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
551
– –
-75
552
– –
0
553
– –
-23
554
$0 ﹤0.01%
50
555
$0 ﹤0.01%
9
556
$0 ﹤0.01%
+15
557
$0 ﹤0.01%
7
558
$0 ﹤0.01%
+8
559
$0 ﹤0.01%
40
560
$0 ﹤0.01%
16
561
$0 ﹤0.01%
+100
562
$0 ﹤0.01%
+7
563
$0 ﹤0.01%
1
564
– –
-50
565
$0 ﹤0.01%
+4
566
$0 ﹤0.01%
+10
567
– –
0
568
$0 ﹤0.01%
20
569
– –
-320
570
– –
-100
571
$0 ﹤0.01%
+1
572
– –
0
573
$0 ﹤0.01%
+4
574
– –
-223
575
– –
-610
20 21 22
23
24