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
$372M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$1.98M
3
+$1.67M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$723K

Top Sells

1
+$3.73M
2
+$2.69M
3
+$2.53M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.39M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$539K

Sector Composition

1 Technology 12.54%
2 Healthcare 3.66%
3 Consumer Discretionary 2.44%
4 Communication Services 1.74%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.03%
179,121
+61,911
27
$3.7M 1%
10,339
+74
28
$3.3M 0.89%
16,874
+1,462
29
$2.89M 0.78%
22,097
-160
30
$2.87M 0.77%
54,598
-130
31
$2.86M 0.77%
5,330
32
$2.54M 0.68%
19,297
-160
33
$2.41M 0.65%
55,080
+10,216
34
$2.32M 0.62%
16,373
+1,850
35
$2.29M 0.61%
15,757
36
$2.25M 0.61%
4,408
37
$2.2M 0.59%
12,206
38
$2.18M 0.59%
5,101
-18
39
$2.15M 0.58%
29,727
-451
40
$2.1M 0.56%
3,721
41
$1.67M 0.45%
17,911
+2,983
42
$1.59M 0.43%
7,630
43
$1.58M 0.42%
10,118
+59
44
$1.57M 0.42%
64,563
+5,977
45
$1.56M 0.42%
5,813
46
$1.5M 0.4%
13,696
-282
47
$1.49M 0.4%
6,628
-201
48
$1.48M 0.4%
10,528
49
$1.44M 0.39%
58,316
+2,456
50
$1.44M 0.39%
63,741
-1,437
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