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
$321M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$844K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$815K
5
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$731K

Top Sells

1
+$1.93M
2
+$1.34M
3
+$827K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$808K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$740K

Sector Composition

1 Technology 11.9%
2 Healthcare 4.37%
3 Consumer Discretionary 2.44%
4 Communication Services 1.46%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.88%
14,707
+748
27
$2.63M 0.82%
9,866
-548
28
$2.21M 0.69%
12,677
+764
29
$2.2M 0.68%
16,377
-624
30
$2.04M 0.63%
23,097
-445
31
$2.02M 0.63%
12,206
32
$2.02M 0.63%
29,591
-1,904
33
$2.01M 0.63%
5,489
34
$1.93M 0.6%
5,057
+538
35
$1.87M 0.58%
4,808
36
$1.84M 0.57%
35,920
-161
37
$1.81M 0.56%
10,228
-875
38
$1.8M 0.56%
12,728
+764
39
$1.71M 0.53%
19,295
-445
40
$1.7M 0.53%
3,721
41
$1.62M 0.5%
38,521
+2,304
42
$1.56M 0.49%
14,973
-223
43
$1.52M 0.47%
7,630
44
$1.51M 0.47%
5,767
45
$1.49M 0.46%
10,551
+14
46
$1.48M 0.46%
6,921
-406
47
$1.48M 0.46%
13,692
-786
48
$1.4M 0.44%
63,900
+1,938
49
$1.38M 0.43%
4,383
50
$1.3M 0.4%
+68,293
1
2
3 4 5