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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$187K 0.1%
3,960
+100
52
$180K 0.1%
+7,427
53
$179K 0.1%
3,960
54
$179K 0.1%
3,477
55
$175K 0.09%
8,262
-6,019
56
$172K 0.09%
3,393
57
$171K 0.09%
1,144
+194
58
$168K 0.09%
1,666
59
$167K 0.09%
1,045
+10
60
$167K 0.09%
1,566
61
$165K 0.09%
3,144
62
$154K 0.08%
864
63
$146K 0.08%
5,279
64
$138K 0.07%
3,378
+88
65
$129K 0.07%
2,668
66
$125K 0.07%
2,645
+2,145
67
$113K 0.06%
1,900
+1,000
68
$109K 0.06%
5,832
69
$107K 0.06%
827
-35
70
$107K 0.06%
10,424
+40
71
$106K 0.06%
931
+300
72
$106K 0.06%
1,073
-486
73
$104K 0.06%
1,888
74
$103K 0.05%
1,532
75
$101K 0.05%
1,660
1 2
3
4 5