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
$173M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.1M
3
+$9.65M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$8.87M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.54M

Top Sells

1
+$635K
2
+$61.9K
3
+$60.4K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.5K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22K

Sector Composition

1 Consumer Discretionary 1.07%
2 Industrials 0.98%
3 Technology 0.59%
4 Healthcare 0.38%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$157K 0.09%
1,666
52
$155K 0.09%
1,559
-147
53
$153K 0.09%
3,477
54
$146K 0.08%
864
+99
55
$143K 0.08%
1,035
56
$140K 0.08%
5,279
57
$139K 0.08%
3,290
+60
58
$133K 0.08%
950
-55
59
$119K 0.07%
2,668
60
$115K 0.07%
862
61
$103K 0.06%
5,832
62
$101K 0.06%
1,532
63
$100K 0.06%
1,888
64
$98K 0.06%
10,384
-232
65
$97K 0.06%
1,660
66
$95K 0.06%
2,433
+330
67
$87K 0.05%
1,553
68
$87K 0.05%
1,270
69
$85K 0.05%
1,502
70
$77K 0.04%
456
+50
71
$76K 0.04%
+27,074
72
$70K 0.04%
1,289
73
$68K 0.04%
574
74
$66K 0.04%
356
+41
75
$62K 0.04%
631
1 2
3
4 5