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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
214
227
$16K 0.01%
250
228
$16K 0.01%
288
229
$16K 0.01%
519
230
$16K 0.01%
61
231
$16K 0.01%
125
232
$16K 0.01%
155
233
$15K 0.01%
200
234
$15K 0.01%
100
235
$15K 0.01%
134
236
$15K 0.01%
300
237
$14K 0.01%
+15
238
$14K 0.01%
100
239
$14K 0.01%
307
240
$14K 0.01%
130
241
$13K 0.01%
840
242
$13K 0.01%
250
243
$13K 0.01%
96
244
$13K 0.01%
83
+2
245
$13K 0.01%
165
246
$13K 0.01%
237
-1
247
$12K 0.01%
229
248
$12K 0.01%
94
249
$12K 0.01%
171
250
$12K 0.01%
458
8 9
10
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