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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 0.99%
18,695
+1,821
27
$3.11M 0.75%
5,330
28
$3.09M 0.75%
22,092
-5
29
$3.05M 0.74%
63,668
+8,588
30
$2.91M 0.71%
18,459
+2,086
31
$2.78M 0.67%
46,661
-7,937
32
$2.76M 0.67%
4,408
33
$2.72M 0.66%
19,292
-5
34
$2.67M 0.65%
15,719
-38
35
$2.49M 0.6%
5,245
+144
36
$2.49M 0.6%
12,131
-75
37
$2.46M 0.6%
3,728
+7
38
$2.34M 0.57%
29,555
-172
39
$2.33M 0.56%
+21,067
40
$2.32M 0.56%
+107,191
41
$2.26M 0.55%
+97,899
42
$2.1M 0.51%
84,891
+20,328
43
$2.05M 0.5%
19,942
+2,031
44
$1.88M 0.45%
101,116
+80,849
45
$1.87M 0.45%
+18,846
46
$1.79M 0.43%
71,818
+13,502
47
$1.74M 0.42%
+22,464
48
$1.7M 0.41%
13,609
-87
49
$1.7M 0.41%
10,380
-148
50
$1.69M 0.41%
7,580
-50
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2
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