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
151
$32K 0.02%
611
152
$31K 0.02%
+150
153
$31K 0.02%
606
154
$31K 0.02%
370
+3
155
$31K 0.02%
415
156
$30K 0.02%
+190
157
$30K 0.02%
+1,665
158
$30K 0.02%
2,150
159
$30K 0.02%
+200
160
$30K 0.02%
+400
161
$29K 0.02%
+600
162
$29K 0.02%
4,004
-510
163
$28K 0.01%
258
+200
164
$28K 0.01%
95
165
$28K 0.01%
725
166
$27K 0.01%
1,033
-55
167
$26K 0.01%
103
168
$26K 0.01%
1,165
169
$26K 0.01%
2,979
+295
170
$26K 0.01%
+98
171
$25K 0.01%
707
172
$25K 0.01%
467
+42
173
$25K 0.01%
+993
174
$24K 0.01%
800
175
$24K 0.01%
470
5 6
7
8 9