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
$476M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.68M
3
+$1.34M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.32M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.16M

Top Sells

1
+$5.88M
2
+$5.39M
3
+$5.03M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.34M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$838K

Sector Composition

1 Technology 11.17%
2 Healthcare 3.24%
3 Consumer Discretionary 2.66%
4 Communication Services 1.63%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 1.1%
38,920
+188
27
$5.16M 1.08%
10,570
+190
28
$4.93M 1.04%
27,536
+3,254
29
$4.68M 0.98%
5,277
-28
30
$4.34M 0.91%
54,063
+280
31
$4.23M 0.89%
80,139
+5,541
32
$3.42M 0.72%
136,162
+27,236
33
$3.39M 0.71%
3,830
+76
34
$3.36M 0.71%
20,271
-1,829
35
$3.23M 0.68%
15,301
-448
36
$3.16M 0.66%
18,918
-398
37
$3.02M 0.64%
5,272
+296
38
$3.01M 0.63%
26,617
-2,813
39
$3M 0.63%
123,590
+32,940
40
$3M 0.63%
25,086
+3,248
41
$2.84M 0.6%
30,876
+850
42
$2.7M 0.57%
11,979
-152
43
$2.69M 0.57%
4,336
-76
44
$2.39M 0.5%
112,525
+28,127
45
$2.37M 0.5%
126,091
+15,312
46
$2.34M 0.49%
10,582
+425
47
$2.26M 0.48%
34,917
-1,565
48
$2.01M 0.42%
7,430
-150
49
$1.94M 0.41%
79,562
+18,442
50
$1.88M 0.4%
73,773
+21,211
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