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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 1.1%
38,742
-423
27
$4.6M 1.06%
10,357
-345
28
$4.51M 1.04%
202,877
+7,368
29
$4.51M 1.04%
18,813
+118
30
$4.15M 0.95%
5,330
31
$4.01M 0.92%
51,564
+29,100
32
$3.72M 0.86%
21,965
+3,506
33
$3.52M 0.81%
70,124
+6,456
34
$3.33M 0.77%
22,092
35
$3.23M 0.74%
29,682
+8,615
36
$3.15M 0.73%
15,749
+30
37
$2.95M 0.68%
12,131
38
$2.94M 0.68%
19,292
39
$2.87M 0.66%
4,408
40
$2.75M 0.63%
3,754
+26
41
$2.71M 0.62%
5,180
-65
42
$2.69M 0.62%
29,450
-105
43
$2.39M 0.55%
21,607
+1,665
44
$2.27M 0.52%
36,482
-10,179
45
$2.24M 0.52%
90,330
+5,439
46
$1.99M 0.46%
10,420
+40
47
$1.93M 0.44%
7,580
48
$1.85M 0.43%
73,877
+2,059
49
$1.81M 0.42%
98,940
-2,176
50
$1.75M 0.4%
13,353
-256
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2
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