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
151
$23K 0.01%
702
152
$22K 0.01%
666
153
$22K 0.01%
725
154
$22K 0.01%
1,753
155
$21K 0.01%
110
156
$21K 0.01%
250
157
$21K 0.01%
+1,100
158
$20K 0.01%
214
159
$20K 0.01%
208
160
$19K 0.01%
390
161
$19K 0.01%
200
162
$19K 0.01%
840
+390
163
$18K 0.01%
376
164
$17K 0.01%
+400
165
$16K 0.01%
127
166
$16K 0.01%
576
167
$16K 0.01%
269
168
$15K 0.01%
+268
169
$15K 0.01%
+130
170
$14K 0.01%
230
171
$14K 0.01%
829
172
$14K 0.01%
89
173
$14K 0.01%
134
174
$13K 0.01%
1,000
175
$13K 0.01%
423
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7
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