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
$380M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.88M
3
+$885K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$753K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$741K

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.6M
4
AMZN icon
Amazon
AMZN
+$326K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$233K

Sector Composition

1 Technology 13.49%
2 Healthcare 3.6%
3 Consumer Discretionary 2.52%
4 Communication Services 1.59%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1%
10,265
+6
27
$3.52M 0.93%
178,253
+95,084
28
$3.12M 0.82%
15,412
+1,228
29
$3.09M 0.81%
72,032
-2,631
30
$3M 0.79%
54,728
31
$2.66M 0.7%
22,257
-1,000
32
$2.54M 0.67%
117,210
+22,939
33
$2.5M 0.66%
5,330
-200
34
$2.35M 0.62%
19,457
+2
35
$2.35M 0.62%
12,206
36
$2.29M 0.6%
15,757
-620
37
$2.27M 0.6%
5,119
+48
38
$2.26M 0.6%
30,178
+206
39
$2.17M 0.57%
14,523
+754
40
$2.07M 0.54%
44,864
+3,164
41
$2.02M 0.53%
4,408
-400
42
$2M 0.53%
3,721
43
$1.72M 0.45%
7,630
44
$1.67M 0.44%
10,059
-170
45
$1.66M 0.44%
6,829
+12
46
$1.61M 0.42%
13,978
+115
47
$1.54M 0.41%
65,178
+975
48
$1.46M 0.38%
14,523
-288
49
$1.45M 0.38%
14,928
+1,302
50
$1.43M 0.38%
58,586
+3,773
1
2
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