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
$302M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$736K
3
+$715K
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$438K
5
VV icon
Vanguard Large-Cap ETF
VV
+$282K

Top Sells

1
+$1.89M
2
+$952K
3
+$872K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$525K
5
IYE icon
iShares US Energy ETF
IYE
+$252K

Sector Composition

1 Technology 13.33%
2 Healthcare 4.05%
3 Consumer Discretionary 2.76%
4 Communication Services 1.67%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.92%
59,774
27
$2.5M 0.83%
13,959
+866
28
$2.25M 0.75%
23,542
+2
29
$1.99M 0.66%
31,495
+1,083
30
$1.95M 0.65%
11,913
+1,723
31
$1.93M 0.64%
87,917
-85,821
32
$1.9M 0.63%
19,740
33
$1.86M 0.62%
4,808
34
$1.81M 0.6%
11,103
+876
35
$1.78M 0.59%
17,001
+1,233
36
$1.77M 0.59%
5,489
37
$1.76M 0.58%
3,721
38
$1.65M 0.55%
12,206
39
$1.61M 0.54%
4,519
+182
40
$1.58M 0.52%
36,081
41
$1.52M 0.5%
11,964
+1,529
42
$1.52M 0.5%
18,706
-6,469
43
$1.51M 0.5%
7,327
-98
44
$1.47M 0.49%
14,478
+214
45
$1.43M 0.48%
7,630
46
$1.39M 0.46%
15,196
+290
47
$1.34M 0.45%
63,398
-44,920
48
$1.32M 0.44%
36,217
+4,012
49
$1.3M 0.43%
5,767
50
$1.25M 0.42%
10,537
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2
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