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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$199K 0.09%
9,265
-5,260
52
$189K 0.09%
3,958
53
$184K 0.08%
3,477
54
$181K 0.08%
864
55
$177K 0.08%
1,002
56
$174K 0.08%
6,866
-290
57
$172K 0.08%
1,485
-81
58
$167K 0.08%
2,630
59
$165K 0.08%
1,704
60
$163K 0.07%
4,670
-260
61
$158K 0.07%
2,645
62
$155K 0.07%
2,668
63
$154K 0.07%
3,460
64
$151K 0.07%
2,809
-230
65
$147K 0.07%
4,779
66
$124K 0.06%
1,532
67
$122K 0.06%
1,820
68
$119K 0.05%
1,484
-40
69
$118K 0.05%
10,136
70
$114K 0.05%
1,660
71
$113K 0.05%
792
72
$113K 0.05%
600
+70
73
$112K 0.05%
456
74
$107K 0.05%
653
-491
75
$104K 0.05%
355
1 2
3
4 5