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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$198K 0.1%
3,477
52
$192K 0.09%
3,123
+103
53
$182K 0.09%
3,960
54
$182K 0.09%
1,357
+80
55
$178K 0.09%
864
56
$175K 0.09%
1,002
57
$172K 0.08%
1,144
58
$169K 0.08%
1,566
59
$156K 0.08%
2,630
-355
60
$155K 0.08%
4,920
61
$154K 0.08%
1,682
+16
62
$145K 0.07%
3,404
63
$144K 0.07%
3,039
64
$132K 0.06%
2,668
65
$132K 0.06%
4,779
66
$129K 0.06%
2,380
+40
67
$127K 0.06%
2,645
68
$120K 0.06%
455
+60
69
$116K 0.06%
1,532
70
$109K 0.05%
10,432
71
$107K 0.05%
1,524
72
$107K 0.05%
5,718
73
$106K 0.05%
5,021
-113,759
74
$104K 0.05%
1,660
75
$99K 0.05%
1,820
+140
1 2
3
4 5