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
351
$2K ﹤0.01%
172
352
$2K ﹤0.01%
65
353
$2K ﹤0.01%
37
354
$2K ﹤0.01%
53
355
$2K ﹤0.01%
34
356
$2K ﹤0.01%
24
357
$2K ﹤0.01%
186
358
$2K ﹤0.01%
386
359
$1K ﹤0.01%
556
360
$1K ﹤0.01%
40
361
$1K ﹤0.01%
9
362
$1K ﹤0.01%
39
363
$1K ﹤0.01%
15
364
$1K ﹤0.01%
110
365
$1K ﹤0.01%
17
366
$1K ﹤0.01%
35
-225
367
$1K ﹤0.01%
103
368
$1K ﹤0.01%
33
369
$1K ﹤0.01%
249
370
$1K ﹤0.01%
100
371
$1K ﹤0.01%
54
372
$1K ﹤0.01%
10
373
$1K ﹤0.01%
9
374
– –
-84
375
$0 ﹤0.01%
3
13 14
15
16 17