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
101
$39K 0.03%
260
-340
102
$37K 0.03%
800
-23
103
$36K 0.02%
1,373
-450
104
$36K 0.02%
262
105
$36K 0.02%
400
-85
106
$35K 0.02%
481
107
$35K 0.02%
504
-1,028
108
$34K 0.02%
465
-73
109
$34K 0.02%
2,927
+239
110
$34K 0.02%
340
-2,420
111
$32K 0.02%
937
112
$32K 0.02%
1,585
113
$32K 0.02%
839
-200
114
$32K 0.02%
843
115
$31K 0.02%
320
116
$31K 0.02%
631
-80
117
$30K 0.02%
150
118
$30K 0.02%
408
-446
119
$29K 0.02%
343
-388
120
$29K 0.02%
566
-114
121
$28K 0.02%
226
122
$28K 0.02%
2,150
123
$27K 0.02%
795
-1,410
124
$26K 0.02%
415
125
$25K 0.02%
190
3 4
5
6 7