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
101
$236K 0.08%
3,196
+2
102
$229K 0.07%
1,430
103
$229K 0.07%
939
104
$214K 0.07%
3,412
-60
105
$208K 0.07%
3,580
106
$203K 0.07%
12,624
-648
107
$196K 0.06%
699
108
$189K 0.06%
3,538
109
$181K 0.06%
3,093
110
$174K 0.06%
1,618
111
$173K 0.06%
1,784
+42
112
$167K 0.05%
7,373
+2,130
113
$167K 0.05%
1,270
114
$152K 0.05%
2,945
-100
115
$150K 0.05%
2,255
116
$149K 0.05%
626
117
$136K 0.04%
530
118
$131K 0.04%
5,689
-430,725
119
$123K 0.04%
3,150
120
$122K 0.04%
808
+389
121
$121K 0.04%
7,448
-136
122
$117K 0.04%
1,720
-250
123
$113K 0.04%
1,996
-60
124
$112K 0.04%
4,220
+234
125
$111K 0.04%
2,264
3 4
5
6 7