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
$193M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.17M
3
+$2.01M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.85M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.26M

Top Sells

1
+$5.68M
2
+$4.01M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$858K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$126K

Sector Composition

1 Industrials 0.87%
2 Technology 0.82%
3 Consumer Discretionary 0.67%
4 Healthcare 0.51%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$187K 0.1%
3,477
52
$184K 0.1%
3,020
+623
53
$181K 0.09%
3,393
54
$177K 0.09%
3,960
55
$171K 0.09%
864
56
$168K 0.09%
2,985
57
$166K 0.09%
1,144
58
$164K 0.08%
1,566
59
$159K 0.08%
1,002
60
$151K 0.08%
1,277
61
$149K 0.08%
1,666
62
$149K 0.08%
4,920
+10
63
$147K 0.08%
3,039
-105
64
$145K 0.08%
3,404
65
$142K 0.07%
2,645
66
$137K 0.07%
2,340
+40
67
$127K 0.07%
2,668
68
$123K 0.06%
4,779
-500
69
$113K 0.06%
1,532
70
$104K 0.05%
10,432
-824
71
$104K 0.05%
5,718
-156
72
$99K 0.05%
1,680
+140
73
$98K 0.05%
911
+84
74
$98K 0.05%
1,660
75
$96K 0.05%
395
+75
1 2
3
4 5