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
126
$104K 0.03%
1,000
127
$103K 0.03%
4,490
128
$99K 0.03%
1,539
129
$98K 0.03%
450
130
$97K 0.03%
1,327
131
$97K 0.03%
1,371
132
$97K 0.03%
4,005
+372
133
$97K 0.03%
4,000
134
$96K 0.03%
1,705
135
$93K 0.03%
1,204
136
$90K 0.03%
1,612
137
$90K 0.03%
250
138
$86K 0.03%
1,715
+1,044
139
$85K 0.03%
388
140
$82K 0.03%
389
141
$80K 0.03%
272
142
$79K 0.03%
371
143
$78K 0.03%
1,069
144
$77K 0.03%
1,660
145
$77K 0.03%
1,204
146
$75K 0.02%
1,485
-10
147
$73K 0.02%
895
148
$72K 0.02%
1,224
149
$71K 0.02%
1,024
150
$71K 0.02%
318
-27
4 5
6
7 8