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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.69M
3
+$7.52M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.37M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$7.09M

Top Sells

1
+$29.1M
2
+$9.92M
3
+$5.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.38M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$2.06M

Sector Composition

1 Technology 12.75%
2 Healthcare 3.71%
3 Consumer Discretionary 3.39%
4 Communication Services 1.86%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49K 0.02%
258
177
$48K 0.02%
2,257
178
$48K 0.02%
943
179
$47K 0.02%
2,927
180
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181
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226
182
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145
183
$44K 0.01%
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184
$43K 0.01%
2,739
185
$41K 0.01%
477
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186
$41K 0.01%
182
187
$41K 0.01%
1,312
188
$41K 0.01%
158
189
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504
190
$39K 0.01%
666
191
$39K 0.01%
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192
$39K 0.01%
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193
$39K 0.01%
481
194
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195
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196
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197
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100
198
$36K 0.01%
180
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199
$36K 0.01%
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200
$36K 0.01%
98
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