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
276
$8K ﹤0.01%
152
+27
277
$8K ﹤0.01%
275
278
$8K ﹤0.01%
180
279
$8K ﹤0.01%
158
280
$8K ﹤0.01%
166
281
$8K ﹤0.01%
171
282
$8K ﹤0.01%
245
283
$8K ﹤0.01%
1,600
284
$8K ﹤0.01%
267
285
$8K ﹤0.01%
265
286
$8K ﹤0.01%
320
287
$8K ﹤0.01%
84
288
$7K ﹤0.01%
120
289
$7K ﹤0.01%
396
290
$7K ﹤0.01%
25
291
$7K ﹤0.01%
260
292
$7K ﹤0.01%
130
293
$7K ﹤0.01%
134
294
$7K ﹤0.01%
176
+78
295
$7K ﹤0.01%
52
296
$7K ﹤0.01%
384
297
$7K ﹤0.01%
20
298
$7K ﹤0.01%
1,500
299
$7K ﹤0.01%
115
300
$7K ﹤0.01%
400
10 11
12
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