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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.51M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$932K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$914K

Top Sells

1
+$4.99M
2
+$266K
3
+$150K
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$127K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$48K

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
+150
202
$17K 0.01%
400
203
$17K 0.01%
348
-439
204
$17K 0.01%
+250
205
$17K 0.01%
+223
206
$17K 0.01%
523
+100
207
$17K 0.01%
576
208
$17K 0.01%
+175
209
$16K 0.01%
+58
210
$16K 0.01%
+250
211
$16K 0.01%
268
212
$16K 0.01%
+600
213
$15K 0.01%
+150
214
$15K 0.01%
+100
215
$15K 0.01%
459
+300
216
$15K 0.01%
134
217
$15K 0.01%
+345
218
$15K 0.01%
+184
219
$15K 0.01%
130
220
$15K 0.01%
+250
221
$14K 0.01%
+200
222
$14K 0.01%
89
223
$14K 0.01%
519
+409
224
$14K 0.01%
61
225
$14K 0.01%
+400
7 8
9
10 11