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
76
$541K 0.18%
4,997
+114
77
$530K 0.17%
8,279
+543
78
$514K 0.17%
2,017
+138
79
$513K 0.17%
15,373
-18,189
80
$469K 0.15%
18,859
-82,852
81
$450K 0.15%
9,948
+2,406
82
$447K 0.15%
3,155
+410
83
$446K 0.15%
1,207
+102
84
$434K 0.14%
2,795
+264
85
$422K 0.14%
10,120
-155
86
$414K 0.14%
1,796
+311
87
$390K 0.13%
5,296
+4
88
$366K 0.12%
8,210
89
$348K 0.11%
2,908
90
$327K 0.11%
2,031
91
$315K 0.1%
4,484
-160
92
$297K 0.1%
9,066
+1,518
93
$292K 0.1%
2,696
94
$284K 0.09%
4,797
+114
95
$268K 0.09%
1,892
+525
96
$256K 0.08%
1,156
-20
97
$252K 0.08%
1,044
+93
98
$246K 0.08%
3,393
99
$241K 0.08%
4,690
100
$241K 0.08%
1,125
-15
2 3
4
5 6