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
126
$25K 0.02%
705
127
$25K 0.02%
145
128
$25K 0.02%
454
-47
129
$25K 0.02%
+1,250
130
$24K 0.02%
600
131
$23K 0.02%
296
+82
132
$23K 0.02%
671
-816
133
$23K 0.02%
103
134
$23K 0.02%
707
135
$23K 0.02%
933
136
$23K 0.02%
103
137
$23K 0.02%
185
138
$23K 0.02%
250
139
$23K 0.02%
725
140
$23K 0.02%
98
141
$22K 0.02%
150
142
$22K 0.02%
600
-640
143
$22K 0.02%
152
-59
144
$22K 0.02%
1,718
-517
145
$21K 0.01%
570
-828
146
$21K 0.01%
519
147
$21K 0.01%
234
+100
148
$21K 0.01%
+126
149
$20K 0.01%
273
-4,967
150
$20K 0.01%
200
4 5
6
7 8