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
101
$55K 0.03%
456
102
$55K 0.03%
684
103
$54K 0.03%
1,005
104
$53K 0.03%
742
+250
105
$53K 0.03%
1,331
106
$51K 0.03%
369
+106
107
$51K 0.03%
1,230
+437
108
$51K 0.03%
+250
109
$51K 0.03%
28,993
+1,919
110
$48K 0.03%
1,408
-32
111
$48K 0.03%
985
-25
112
$48K 0.03%
+800
113
$48K 0.03%
+775
114
$48K 0.03%
430
115
$46K 0.02%
1,440
116
$46K 0.02%
1,240
117
$46K 0.02%
352
118
$45K 0.02%
795
119
$45K 0.02%
1
120
$44K 0.02%
192
-42
121
$43K 0.02%
580
+350
122
$43K 0.02%
+1,500
123
$42K 0.02%
205
+95
124
$42K 0.02%
186
125
$42K 0.02%
980
3 4
5
6 7