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
301
$6K ﹤0.01%
180
302
$6K ﹤0.01%
100
303
$6K ﹤0.01%
110
304
$6K ﹤0.01%
200
305
$6K ﹤0.01%
1,600
306
$6K ﹤0.01%
176
307
$5K ﹤0.01%
+84
308
$5K ﹤0.01%
100
309
$5K ﹤0.01%
81
310
$5K ﹤0.01%
32
311
$5K ﹤0.01%
151
312
$5K ﹤0.01%
100
313
$5K ﹤0.01%
200
314
$5K ﹤0.01%
29
315
$5K ﹤0.01%
69
316
$5K ﹤0.01%
736
+220
317
$5K ﹤0.01%
300
318
$5K ﹤0.01%
31
319
$5K ﹤0.01%
186
320
$5K ﹤0.01%
36
321
$4K ﹤0.01%
173
322
$4K ﹤0.01%
73
323
$4K ﹤0.01%
133
324
$4K ﹤0.01%
120
325
$4K ﹤0.01%
91
11 12
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