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
26
$1.75M 0.86%
39,790
+1,852
27
$1.73M 0.85%
107,694
+7,726
28
$1.55M 0.76%
42,045
-2,724
29
$1.47M 0.72%
82,156
+3,512
30
$1.45M 0.71%
57,272
+31,476
31
$1.14M 0.56%
45,172
+20,789
32
$997K 0.49%
11,761
+6,278
33
$730K 0.36%
4,198
34
$573K 0.28%
11,584
35
$548K 0.27%
3,279
-18
36
$522K 0.26%
5,240
37
$499K 0.24%
3,450
-690
38
$491K 0.24%
3,136
39
$434K 0.21%
24,299
40
$422K 0.21%
3,805
41
$338K 0.17%
6,041
+1
42
$311K 0.15%
6,420
-44
43
$309K 0.15%
1,893
-30
44
$286K 0.14%
11,979
-225
45
$266K 0.13%
1,602
+1,552
46
$263K 0.13%
2,780
47
$237K 0.12%
1,521
48
$206K 0.1%
4,716
-48
49
$205K 0.1%
4,972
50
$201K 0.1%
3,393
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2
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