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
376
$0 ﹤0.01%
7
377
$0 ﹤0.01%
3
378
– –
-2
379
$0 ﹤0.01%
16
380
$0 ﹤0.01%
1
381
– –
-100
382
$0 ﹤0.01%
20
383
– –
0
384
– –
-725
385
$0 ﹤0.01%
7
386
– –
-2,185
387
$0 ﹤0.01%
54
388
– –
0
389
$0 ﹤0.01%
13
390
$0 ﹤0.01%
32
391
– –
-33
392
– –
-10
393
$0 ﹤0.01%
21
394
$0 ﹤0.01%
14
395
$0 ﹤0.01%
50
396
– –
-260
397
$0 ﹤0.01%
9
398
$0 ﹤0.01%
2
399
– –
-848
400
$0 ﹤0.01%
7
13 14 15
16
17