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
176
$16K 0.01%
155
177
$15K 0.01%
61
178
$15K 0.01%
250
179
$15K 0.01%
400
180
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388
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181
$15K 0.01%
84
182
$15K 0.01%
+600
183
$15K 0.01%
310
-1,350
184
$15K 0.01%
320
185
$15K 0.01%
180
-189
186
$15K 0.01%
+600
187
$14K 0.01%
612
188
$14K 0.01%
200
189
$14K 0.01%
100
190
$14K 0.01%
250
191
$14K 0.01%
666
192
$14K 0.01%
523
193
$14K 0.01%
576
194
$14K 0.01%
110
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195
$14K 0.01%
200
196
$13K 0.01%
85
197
$13K 0.01%
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198
$12K 0.01%
250
199
$12K 0.01%
114
200
$12K 0.01%
1,000
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