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
76
$61K 0.04%
329
77
$59K 0.04%
1,612
-3,172
78
$56K 0.04%
1,327
-157
79
$56K 0.04%
982
80
$54K 0.04%
335
81
$53K 0.04%
425
82
$53K 0.04%
1,069
83
$52K 0.04%
+1,200
84
$51K 0.03%
508
-38
85
$49K 0.03%
430
-1,075
86
$49K 0.03%
371
87
$47K 0.03%
456
88
$47K 0.03%
542
89
$44K 0.03%
560
90
$44K 0.03%
3,600
91
$44K 0.03%
+1,440
92
$43K 0.03%
966
-500
93
$43K 0.03%
186
94
$43K 0.03%
259
95
$43K 0.03%
800
96
$42K 0.03%
380
-1
97
$40K 0.03%
481
-1,004
98
$40K 0.03%
1,140
+300
99
$40K 0.03%
732
100
$39K 0.03%
3,000
2 3
4
5 6