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
326
$4K ﹤0.01%
90
327
$3K ﹤0.01%
30
328
$3K ﹤0.01%
204
329
$3K ﹤0.01%
116
330
$3K ﹤0.01%
25
331
$3K ﹤0.01%
33
332
$3K ﹤0.01%
105
333
$3K ﹤0.01%
52
334
$3K ﹤0.01%
30
335
$3K ﹤0.01%
66
336
$3K ﹤0.01%
34
337
$3K ﹤0.01%
15
338
$3K ﹤0.01%
25
339
$2K ﹤0.01%
9
-6
340
$2K ﹤0.01%
36
341
$2K ﹤0.01%
42
342
$2K ﹤0.01%
15
343
$2K ﹤0.01%
172
344
$2K ﹤0.01%
65
345
$2K ﹤0.01%
37
346
$2K ﹤0.01%
53
347
$2K ﹤0.01%
34
348
$2K ﹤0.01%
24
349
$2K ﹤0.01%
186
350
$2K ﹤0.01%
20
12 13
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15 16