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
$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
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
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
326
$4K ﹤0.01%
173
327
$3K ﹤0.01%
52
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$3K ﹤0.01%
30
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66
330
$3K ﹤0.01%
34
331
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15
332
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25
333
$3K ﹤0.01%
30
334
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336
$3K ﹤0.01%
25
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$3K ﹤0.01%
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339
$2K ﹤0.01%
9
-6
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$2K ﹤0.01%
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$2K ﹤0.01%
50
342
$2K ﹤0.01%
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347
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348
$2K ﹤0.01%
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$2K ﹤0.01%
15
350
$2K ﹤0.01%
15
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