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
201
$36K 0.01%
725
202
$36K 0.01%
131
203
$36K 0.01%
98
204
$36K 0.01%
1,011
+266
205
$36K 0.01%
180
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206
$35K 0.01%
707
207
$35K 0.01%
600
-210
208
$35K 0.01%
4
209
$33K 0.01%
146
210
$33K 0.01%
771
211
$33K 0.01%
1,241
212
$33K 0.01%
250
213
$33K 0.01%
980
+260
214
$32K 0.01%
451
215
$32K 0.01%
530
216
$32K 0.01%
2,150
217
$31K 0.01%
800
218
$31K 0.01%
2,112
219
$31K 0.01%
1,159
220
$31K 0.01%
125
221
$31K 0.01%
94
222
$30K 0.01%
190
223
$29K 0.01%
190
224
$29K 0.01%
454
225
$28K 0.01%
58
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9
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