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
151
$20K 0.01%
131
-90
152
$20K 0.01%
190
-240
153
$20K 0.01%
633
154
$19K 0.01%
900
+100
155
$19K 0.01%
1,400
156
$19K 0.01%
633
157
$19K 0.01%
190
158
$19K 0.01%
1,753
159
$19K 0.01%
360
-26
160
$19K 0.01%
1,509
161
$18K 0.01%
58
162
$18K 0.01%
483
-482
163
$17K 0.01%
115
+16
164
$17K 0.01%
333
-288
165
$17K 0.01%
157
+105
166
$17K 0.01%
342
-3,125
167
$17K 0.01%
250
168
$17K 0.01%
70
-55
169
$16K 0.01%
1,697
-1,290
170
$16K 0.01%
461
-38,641
171
$16K 0.01%
452
172
$16K 0.01%
200
173
$16K 0.01%
1,086
-1,530
174
$16K 0.01%
125
175
$16K 0.01%
2,011
5 6
7
8 9