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
$359M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$1.51M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$1.41M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.32M

Top Sells

1
+$580K
2
+$330K
3
+$266K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$137K
5
IYE icon
iShares US Energy ETF
IYE
+$70.6K

Sector Composition

1 Technology 13.22%
2 Healthcare 3.62%
3 Consumer Discretionary 2.39%
4 Communication Services 1.53%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.92%
10,259
+393
27
$3.27M 0.91%
74,663
-1,613
28
$2.88M 0.8%
54,728
-5,046
29
$2.65M 0.74%
14,184
+1,507
30
$2.41M 0.67%
23,257
+160
31
$2.14M 0.6%
4,808
32
$2.14M 0.6%
29,972
+381
33
$2.13M 0.6%
16,377
34
$2.08M 0.58%
5,071
+14
35
$2.06M 0.57%
94,271
+33,950
36
$2.02M 0.56%
19,455
+160
37
$1.99M 0.56%
13,769
+1,041
38
$1.95M 0.54%
12,206
39
$1.9M 0.53%
5,530
+41
40
$1.88M 0.53%
41,700
+3,179
41
$1.85M 0.52%
3,721
42
$1.67M 0.47%
83,169
+51,071
43
$1.59M 0.44%
10,229
+1
44
$1.55M 0.43%
6,817
-104
45
$1.53M 0.43%
7,630
46
$1.52M 0.42%
13,863
+171
47
$1.51M 0.42%
14,811
-162
48
$1.47M 0.41%
35,923
+3
49
$1.45M 0.4%
64,203
+303
50
$1.39M 0.39%
5,767
1
2
3 4 5