IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$927K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$428K

Top Sells

1
+$851K
2
+$711K
3
+$575K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$242K
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
276
$8K ﹤0.01%
275
277
$8K ﹤0.01%
180
278
$8K ﹤0.01%
158
279
$8K ﹤0.01%
171
280
$8K ﹤0.01%
245
281
$8K ﹤0.01%
384
282
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283
$8K ﹤0.01%
100
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44
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$7K ﹤0.01%
396
286
$7K ﹤0.01%
25
287
$7K ﹤0.01%
130
288
$7K ﹤0.01%
134
289
$7K ﹤0.01%
1,500
290
$7K ﹤0.01%
110
291
$7K ﹤0.01%
79
292
$7K ﹤0.01%
120
293
$7K ﹤0.01%
177
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$7K ﹤0.01%
52
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$7K ﹤0.01%
60
+2
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$7K ﹤0.01%
128
+1
297
$6K ﹤0.01%
5
298
$6K ﹤0.01%
66
299
$6K ﹤0.01%
159
300
$6K ﹤0.01%
+163
10 11
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