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
$146M
AUM Growth
-$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$893K
3
+$867K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$564K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$333K

Top Sells

1
+$21.1M
2
+$7.05M
3
+$6.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.29M

Sector Composition

1 Technology 1.16%
2 Healthcare 0.55%
3 Industrials 0.52%
4 Consumer Discretionary 0.32%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$126K 0.09%
+5,095
52
$121K 0.08%
907
-95
53
$113K 0.08%
1,270
-2,457
54
$110K 0.08%
2,277
-1,200
55
$107K 0.07%
10,656
-223,530
56
$106K 0.07%
1,820
57
$99K 0.07%
4,773
-6
58
$98K 0.07%
200
59
$95K 0.07%
739
+86
60
$91K 0.06%
633
-1,133
61
$90K 0.06%
28
+24
62
$86K 0.06%
1,244
-460
63
$83K 0.06%
530
-1,343
64
$81K 0.06%
1,925
+550
65
$81K 0.06%
2,809
66
$80K 0.05%
1,380
67
$78K 0.05%
440
68
$76K 0.05%
1,531
69
$75K 0.05%
2,396
-2,300
70
$75K 0.05%
7,536
-2,600
71
$73K 0.05%
255
-100
72
$69K 0.05%
356
73
$67K 0.05%
1,099
-403
74
$66K 0.05%
2,147
-202
75
$62K 0.04%
294
-162
1 2
3
4 5