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
76
$96K 0.05%
578
+19
77
$95K 0.05%
1,524
+390
78
$95K 0.05%
2,349
79
$92K 0.05%
1,502
80
$90K 0.05%
1,270
81
$90K 0.05%
449
+37
82
$86K 0.04%
535
-84
83
$83K 0.04%
+1,531
84
$83K 0.04%
1,553
85
$82K 0.04%
200
86
$80K 0.04%
731
87
$79K 0.04%
1,466
88
$75K 0.04%
982
89
$71K 0.04%
717
-105
90
$67K 0.03%
846
+7
91
$66K 0.03%
538
92
$66K 0.03%
540
93
$65K 0.03%
356
94
$65K 0.03%
2,658
95
$63K 0.03%
1,602
96
$60K 0.03%
1,823
97
$60K 0.03%
1,039
98
$59K 0.03%
425
99
$59K 0.03%
542
100
$58K 0.03%
304
+18
2 3
4
5 6