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
101
$58K 0.03%
1,375
102
$56K 0.03%
1,624
+216
103
$56K 0.03%
3,600
104
$56K 0.03%
485
105
$55K 0.03%
7,676
106
$53K 0.03%
456
107
$53K 0.03%
684
108
$52K 0.03%
1,005
109
$52K 0.03%
370
+1
110
$52K 0.03%
335
111
$50K 0.03%
1,289
112
$49K 0.03%
186
113
$48K 0.02%
850
114
$47K 0.02%
1,942
115
$47K 0.02%
430
116
$46K 0.02%
580
117
$46K 0.02%
2,923
118
$45K 0.02%
1,240
119
$45K 0.02%
800
120
$45K 0.02%
775
121
$44K 0.02%
352
122
$44K 0.02%
795
123
$43K 0.02%
259
124
$41K 0.02%
5,000
125
$41K 0.02%
732
3 4
5
6 7