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
126
$42K 0.02%
369
127
$41K 0.02%
575
+175
128
$41K 0.02%
760
129
$41K 0.02%
2,340
+1,500
130
$41K 0.02%
221
131
$39K 0.02%
7,676
132
$39K 0.02%
359
133
$39K 0.02%
2,011
134
$39K 0.02%
732
135
$38K 0.02%
743
136
$38K 0.02%
420
137
$37K 0.02%
965
+104
138
$37K 0.02%
3,000
139
$37K 0.02%
320
+250
140
$37K 0.02%
860
-54
141
$36K 0.02%
213
142
$36K 0.02%
2,485
143
$36K 0.02%
256
144
$36K 0.02%
1,509
145
$36K 0.02%
2,388
+868
146
$35K 0.02%
1,449
147
$34K 0.02%
277
+150
148
$34K 0.02%
500
149
$33K 0.02%
640
150
$32K 0.02%
261
+65
4 5
6
7 8