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
126
$41K 0.02%
1,331
127
$40K 0.02%
3,000
128
$40K 0.02%
760
129
$40K 0.02%
213
130
$40K 0.02%
359
131
$40K 0.02%
221
132
$40K 0.02%
980
133
$40K 0.02%
369
134
$40K 0.02%
420
135
$39K 0.02%
375
+2
136
$38K 0.02%
99
137
$38K 0.02%
743
138
$38K 0.02%
2,011
139
$37K 0.02%
965
140
$37K 0.02%
937
141
$37K 0.02%
863
142
$37K 0.02%
256
143
$36K 0.02%
536
144
$36K 0.02%
320
145
$36K 0.02%
2,485
146
$36K 0.02%
611
147
$35K 0.02%
481
148
$35K 0.02%
1,440
149
$34K 0.02%
262
150
$34K 0.02%
1,509
4 5
6
7 8