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
251
$12K 0.01%
345
252
$12K 0.01%
250
253
$12K 0.01%
135
-1
254
$11K 0.01%
85
255
$11K 0.01%
350
256
$11K 0.01%
90
257
$10K ﹤0.01%
1
258
$10K ﹤0.01%
500
259
$10K ﹤0.01%
829
260
$10K ﹤0.01%
228
-1
261
$10K ﹤0.01%
192
262
$10K ﹤0.01%
200
263
$10K ﹤0.01%
400
264
$10K ﹤0.01%
397
265
$10K ﹤0.01%
+71
266
$10K ﹤0.01%
269
267
$10K ﹤0.01%
595
268
$9K ﹤0.01%
200
269
$9K ﹤0.01%
172
270
$9K ﹤0.01%
63
271
$9K ﹤0.01%
57
272
$9K ﹤0.01%
100
273
$9K ﹤0.01%
115
274
$8K ﹤0.01%
474
275
$8K ﹤0.01%
385
9 10
11
12 13