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
151
$33K 0.02%
+933
152
$32K 0.02%
600
153
$32K 0.02%
641
154
$32K 0.02%
95
155
$32K 0.02%
2,254
156
$30K 0.02%
606
157
$30K 0.02%
103
158
$30K 0.02%
415
159
$29K 0.02%
190
160
$29K 0.02%
2,983
161
$29K 0.02%
640
162
$28K 0.01%
150
163
$28K 0.01%
705
164
$27K 0.01%
1,585
165
$27K 0.01%
843
166
$26K 0.01%
125
167
$26K 0.01%
226
168
$26K 0.01%
470
169
$26K 0.01%
125
170
$25K 0.01%
103
171
$25K 0.01%
707
172
$25K 0.01%
725
173
$25K 0.01%
98
174
$25K 0.01%
3,554
175
$24K 0.01%
851
-598
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7
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