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
201
$19K 0.01%
11
202
$19K 0.01%
1,400
203
$19K 0.01%
150
204
$19K 0.01%
390
205
$19K 0.01%
666
206
$19K 0.01%
1,516
207
$19K 0.01%
223
208
$19K 0.01%
141
+1
209
$19K 0.01%
208
210
$18K 0.01%
114
211
$18K 0.01%
116
+27
212
$18K 0.01%
576
213
$18K 0.01%
+400
214
$17K 0.01%
214
215
$17K 0.01%
250
216
$17K 0.01%
400
217
$17K 0.01%
84
218
$17K 0.01%
320
219
$17K 0.01%
92
220
$16K 0.01%
200
221
$16K 0.01%
288
222
$16K 0.01%
519
223
$16K 0.01%
250
224
$16K 0.01%
840
-1,500
225
$16K 0.01%
1
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9
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