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
51
$1.17M 0.38%
5,655
+4,617
52
$1.16M 0.38%
3,283
+506
53
$1.14M 0.37%
36,275
+460
54
$1.07M 0.35%
11,724
+3,683
55
$1.04M 0.34%
32,926
-939
56
$997K 0.33%
10,507
+709
57
$974K 0.32%
28,618
-482
58
$970K 0.32%
3,466
+96
59
$953K 0.31%
+17,071
60
$953K 0.31%
59,574
+2,436
61
$915K 0.3%
48,632
-784
62
$876K 0.29%
4,690
+114
63
$817K 0.27%
4,410
+16
64
$809K 0.26%
4,816
-274
65
$764K 0.25%
12,106
66
$759K 0.25%
3,498
+78
67
$755K 0.25%
13,954
68
$731K 0.24%
3,261
+496
69
$727K 0.24%
9,409
70
$726K 0.24%
11,958
+590
71
$724K 0.24%
3,926
+622
72
$721K 0.24%
5,100
-5,682
73
$702K 0.23%
13,686
-13,104
74
$617K 0.2%
29,208
-1,375,320
75
$594K 0.19%
+9,111
1 2
3
4 5