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
176
$13K 0.01%
256
177
$12K 0.01%
75
+2
178
$12K 0.01%
188
179
$12K 0.01%
300
180
$12K 0.01%
61
181
$12K 0.01%
350
182
$12K 0.01%
595
183
$11K 0.01%
250
184
$11K 0.01%
458
185
$11K 0.01%
52
186
$11K 0.01%
1,236
187
$11K 0.01%
229
188
$10K 0.01%
500
189
$10K 0.01%
245
190
$10K 0.01%
63
191
$10K 0.01%
90
192
$9K 0.01%
385
193
$9K 0.01%
171
194
$9K 0.01%
192
195
$9K 0.01%
300
196
$9K 0.01%
200
197
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199
$8K ﹤0.01%
275
200
$8K ﹤0.01%
166
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