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
301
$7K ﹤0.01%
110
302
$7K ﹤0.01%
79
303
$7K ﹤0.01%
44
304
$6K ﹤0.01%
75
305
$6K ﹤0.01%
+375
306
$6K ﹤0.01%
66
307
$6K ﹤0.01%
159
308
$6K ﹤0.01%
177
309
$6K ﹤0.01%
180
310
$6K ﹤0.01%
58
311
$6K ﹤0.01%
127
-1
312
$5K ﹤0.01%
5
313
$5K ﹤0.01%
100
314
$5K ﹤0.01%
81
315
$5K ﹤0.01%
32
316
$5K ﹤0.01%
151
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
110
319
$5K ﹤0.01%
90
320
$5K ﹤0.01%
36
321
$5K ﹤0.01%
200
322
$5K ﹤0.01%
69
323
$4K ﹤0.01%
29
324
$4K ﹤0.01%
133
325
$4K ﹤0.01%
120
11 12
13
14 15