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
251
$11K 0.01%
90
252
$11K 0.01%
71
253
$11K 0.01%
57
254
$11K 0.01%
200
255
$11K 0.01%
192
256
$11K 0.01%
229
+1
257
$11K 0.01%
829
258
$10K ﹤0.01%
320
259
$10K ﹤0.01%
75
260
$10K ﹤0.01%
500
261
$10K ﹤0.01%
48
-13
262
$9K ﹤0.01%
474
263
$9K ﹤0.01%
200
264
$9K ﹤0.01%
153
+1
265
$9K ﹤0.01%
166
266
$9K ﹤0.01%
172
267
$9K ﹤0.01%
63
268
$9K ﹤0.01%
458
269
$9K ﹤0.01%
115
270
$9K ﹤0.01%
267
271
$9K ﹤0.01%
265
272
$9K ﹤0.01%
115
273
$9K ﹤0.01%
175
274
$8K ﹤0.01%
150
275
$8K ﹤0.01%
385
9 10
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12 13