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
76
$96K 0.05%
960
-1,500
77
$95K 0.05%
456
78
$95K 0.05%
1,502
79
$93K 0.05%
1,540
+1,140
80
$92K 0.05%
1,270
81
$87K 0.05%
1,553
82
$83K 0.04%
412
+250
83
$82K 0.04%
1,466
+690
84
$81K 0.04%
+200
85
$77K 0.04%
2,433
86
$70K 0.04%
299
+172
87
$70K 0.04%
1,289
88
$69K 0.04%
419
+185
89
$65K 0.03%
+612
90
$65K 0.03%
574
91
$64K 0.03%
1,054
+200
92
$63K 0.03%
1,602
93
$62K 0.03%
360
94
$60K 0.03%
+3,600
95
$60K 0.03%
+425
96
$59K 0.03%
356
97
$59K 0.03%
1,823
+80
98
$59K 0.03%
485
99
$56K 0.03%
+1,375
100
$56K 0.03%
834
+445
2 3
4
5 6