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
101
$40K 0.02%
914
+661
102
$40K 0.02%
776
103
$39K 0.02%
3,000
104
$39K 0.02%
760
105
$39K 0.02%
787
-137
106
$39K 0.02%
500
107
$39K 0.02%
359
108
$39K 0.02%
221
+180
109
$38K 0.02%
743
-197
110
$38K 0.02%
186
111
$38K 0.02%
732
112
$36K 0.02%
2,485
-180
113
$34K 0.02%
1,509
114
$34K 0.02%
256
115
$34K 0.02%
420
116
$34K 0.02%
1,449
117
$33K 0.02%
213
-2
118
$33K 0.02%
2,150
119
$32K 0.02%
861
120
$32K 0.02%
263
121
$32K 0.02%
611
122
$31K 0.02%
606
123
$31K 0.02%
640
124
$30K 0.02%
725
125
$30K 0.02%
415
3 4
5
6 7