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
326
$4K ﹤0.01%
172
327
$4K ﹤0.01%
100
328
$4K ﹤0.01%
173
329
$4K ﹤0.01%
300
330
$3K ﹤0.01%
52
331
$3K ﹤0.01%
73
332
$3K ﹤0.01%
66
333
$3K ﹤0.01%
91
334
$3K ﹤0.01%
15
335
$3K ﹤0.01%
25
-1
336
$3K ﹤0.01%
30
337
$3K ﹤0.01%
204
338
$3K ﹤0.01%
116
339
$3K ﹤0.01%
33
340
$3K ﹤0.01%
33
341
$3K ﹤0.01%
9
342
$2K ﹤0.01%
20
+10
343
$2K ﹤0.01%
30
344
$2K ﹤0.01%
50
345
$2K ﹤0.01%
+15
346
$2K ﹤0.01%
90
347
$2K ﹤0.01%
36
348
$2K ﹤0.01%
103
349
$2K ﹤0.01%
89
+55
350
$2K ﹤0.01%
75
12 13
14
15 16