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
201
$12K 0.01%
31
+11
202
$12K 0.01%
165
203
$12K 0.01%
400
204
$12K 0.01%
200
205
$11K 0.01%
895
206
$11K 0.01%
+97
207
$10K 0.01%
125
208
$10K 0.01%
140
-544
209
$10K 0.01%
273
-660
210
$10K 0.01%
63
-150
211
$10K 0.01%
350
212
$10K 0.01%
94
213
$10K 0.01%
130
214
$9K 0.01%
90
215
$9K 0.01%
57
216
$9K 0.01%
+150
217
$9K 0.01%
500
218
$9K 0.01%
247
-73
219
$9K 0.01%
96
220
$9K 0.01%
200
-270
221
$9K 0.01%
250
222
$9K 0.01%
+140
223
$9K 0.01%
192
224
$9K 0.01%
450
225
$9K 0.01%
424
-338
7 8
9
10 11