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
$302M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$736K
3
+$715K
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$438K
5
VV icon
Vanguard Large-Cap ETF
VV
+$282K

Top Sells

1
+$1.89M
2
+$952K
3
+$872K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$525K
5
IYE icon
iShares US Energy ETF
IYE
+$252K

Sector Composition

1 Technology 13.33%
2 Healthcare 4.05%
3 Consumer Discretionary 2.76%
4 Communication Services 1.67%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.41%
61,962
-2,733
52
$1.21M 0.4%
4,383
-18
53
$1.09M 0.36%
21,463
54
$1.09M 0.36%
13,782
+7
55
$1.08M 0.36%
5,141
-56
56
$1.02M 0.34%
3,814
57
$983K 0.33%
13,823
58
$918K 0.3%
20,691
+1,179
59
$910K 0.3%
28,720
-1,563
60
$881K 0.29%
10,761
61
$870K 0.29%
3,770
62
$842K 0.28%
5,105
-77
63
$838K 0.28%
37,179
-277
64
$837K 0.28%
59,265
-3,996
65
$811K 0.27%
26,709
-211
66
$796K 0.26%
42,106
-2,820
67
$744K 0.25%
21,481
-219
68
$655K 0.22%
9,111
69
$606K 0.2%
43,066
-2,848
70
$601K 0.2%
3,598
71
$583K 0.19%
29,907
+807
72
$547K 0.18%
2,911
+788
73
$545K 0.18%
1,411
+1
74
$531K 0.18%
4,997
75
$504K 0.17%
11,953
-228
1 2
3
4 5