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
$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
+$1.35M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.05M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.58M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$99.8K
5
SWK icon
Stanley Black & Decker
SWK
+$97.2K

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%
53
352
$2K ﹤0.01%
34
353
$2K ﹤0.01%
24
354
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186
355
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105
356
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90
357
$2K ﹤0.01%
36
358
$2K ﹤0.01%
103
359
$2K ﹤0.01%
89
+55
360
$2K ﹤0.01%
249
361
$1K ﹤0.01%
40
362
$1K ﹤0.01%
260
363
$1K ﹤0.01%
100
364
$1K ﹤0.01%
100
365
$1K ﹤0.01%
54
366
$1K ﹤0.01%
39
367
$1K ﹤0.01%
110
368
$1K ﹤0.01%
17
369
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42
370
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10
371
$1K ﹤0.01%
386
372
$1K ﹤0.01%
9
373
$1K ﹤0.01%
556
374
– –
-150
375
$0 ﹤0.01%
9
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15
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