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
351
$2K ﹤0.01%
+47
352
$2K ﹤0.01%
15
353
$2K ﹤0.01%
249
354
$2K ﹤0.01%
65
355
$2K ﹤0.01%
25
356
$2K ﹤0.01%
53
357
$2K ﹤0.01%
34
358
$2K ﹤0.01%
24
359
$2K ﹤0.01%
186
360
$2K ﹤0.01%
105
361
$1K ﹤0.01%
556
362
$1K ﹤0.01%
40
363
$1K ﹤0.01%
9
364
$1K ﹤0.01%
386
365
$1K ﹤0.01%
10
366
$1K ﹤0.01%
54
367
$1K ﹤0.01%
100
368
$1K ﹤0.01%
100
369
$1K ﹤0.01%
260
370
$1K ﹤0.01%
42
371
$1K ﹤0.01%
39
372
$1K ﹤0.01%
110
373
$1K ﹤0.01%
17
374
– –
-144
375
$0 ﹤0.01%
3
12 13 14
15
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