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
26
$1.06M 0.48%
49,611
+24,604
27
$922K 0.42%
4,198
28
$919K 0.42%
36,412
-28,156
29
$837K 0.38%
11,408
-176
30
$789K 0.36%
31,815
+17,442
31
$748K 0.34%
4,199
-15
32
$554K 0.25%
5,240
33
$508K 0.23%
3,067
+6
34
$465K 0.21%
5,495
-2,244
35
$465K 0.21%
21,412
-2,887
36
$457K 0.21%
2,760
37
$447K 0.2%
3,727
-78
38
$431K 0.2%
20,066
39
$360K 0.16%
6,046
+3
40
$341K 0.16%
1,873
-20
41
$323K 0.15%
6,168
-144
42
$293K 0.13%
11,136
-843
43
$287K 0.13%
1,766
44
$262K 0.12%
2,840
+60
45
$249K 0.11%
1,505
+1
46
$233K 0.11%
1,477
47
$226K 0.1%
3,467
+570
48
$224K 0.1%
3,393
49
$222K 0.1%
4,696
-20
50
$221K 0.1%
4,784
-188
1
2
3 4 5