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
126
$29K 0.02%
680
+105
127
$29K 0.02%
367
+3
128
$29K 0.02%
162
129
$29K 0.02%
4,514
130
$28K 0.02%
425
131
$28K 0.02%
492
132
$28K 0.02%
1,088
+353
133
$27K 0.02%
400
134
$27K 0.02%
127
135
$27K 0.02%
793
136
$26K 0.02%
95
137
$25K 0.01%
500
138
$24K 0.01%
103
139
$24K 0.01%
+1,165
140
$24K 0.01%
+707
141
$24K 0.01%
196
142
$24K 0.01%
+1,520
143
$23K 0.01%
800
144
$23K 0.01%
400
145
$23K 0.01%
470
146
$23K 0.01%
2,684
147
$23K 0.01%
280
-50
148
$23K 0.01%
350
149
$23K 0.01%
65
150
$23K 0.01%
389
+3
4 5
6
7 8