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
76
$58K 0.03%
1,602
77
$58K 0.03%
360
78
$57K 0.03%
485
79
$56K 0.03%
1,743
80
$56K 0.03%
1,331
81
$54K 0.03%
684
82
$53K 0.03%
+456
83
$53K 0.03%
1,005
84
$52K 0.03%
234
+29
85
$52K 0.03%
1,440
+150
86
$50K 0.03%
900
+500
87
$49K 0.03%
1,440
-15
88
$49K 0.03%
1,010
-2
89
$48K 0.03%
854
90
$47K 0.03%
1
91
$45K 0.03%
234
92
$45K 0.03%
1,775
93
$44K 0.03%
430
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94
$43K 0.02%
7,676
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95
$43K 0.02%
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96
$43K 0.02%
795
97
$42K 0.02%
352
98
$42K 0.02%
2,011
99
$42K 0.02%
980
100
$41K 0.02%
369
2 3
4
5 6