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
176
$23K 0.01%
320
177
$23K 0.01%
250
178
$23K 0.01%
190
179
$23K 0.01%
452
180
$23K 0.01%
384
181
$23K 0.01%
633
-69
182
$23K 0.01%
200
183
$22K 0.01%
800
184
$22K 0.01%
449
-18
185
$22K 0.01%
280
186
$22K 0.01%
65
187
$22K 0.01%
1,753
188
$22K 0.01%
+626
189
$22K 0.01%
1,100
190
$22K 0.01%
29,907
191
$21K 0.01%
1,000
192
$21K 0.01%
423
+119
193
$21K 0.01%
725
194
$21K 0.01%
200
195
$20K 0.01%
523
196
$20K 0.01%
786
197
$20K 0.01%
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198
$20K 0.01%
196
199
$20K 0.01%
200
200
$20K 0.01%
400
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