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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
125
227
$17K 0.01%
3,554
228
$16K 0.01%
250
229
$16K 0.01%
114
230
$16K 0.01%
94
231
$15K 0.01%
1,165
-1,758
232
$15K 0.01%
774
+15
233
$15K 0.01%
238
+1
234
$15K 0.01%
171
235
$15K 0.01%
300
236
$14K 0.01%
96
237
$14K 0.01%
85
238
$14K 0.01%
229
239
$14K 0.01%
130
240
$13K 0.01%
136
+1
241
$13K 0.01%
85
242
$13K 0.01%
+450
243
$13K 0.01%
100
244
$13K 0.01%
269
245
$12K 0.01%
+200
246
$12K 0.01%
250
247
$12K 0.01%
345
248
$12K 0.01%
165
249
$12K 0.01%
350
250
$12K 0.01%
397
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