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
$321M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$844K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$815K
5
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$731K

Top Sells

1
+$1.93M
2
+$1.34M
3
+$827K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$808K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$740K

Sector Composition

1 Technology 11.9%
2 Healthcare 4.37%
3 Consumer Discretionary 2.44%
4 Communication Services 1.46%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.4%
+60,321
52
$1.28M 0.4%
15,790
-2,916
53
$1.13M 0.35%
13,070
-712
54
$1.09M 0.34%
10,751
-10
55
$1.06M 0.33%
4,969
-172
56
$1.06M 0.33%
3,814
57
$1.06M 0.33%
21,463
58
$1M 0.31%
19,995
-696
59
$995K 0.31%
13,823
60
$994K 0.31%
3,770
61
$988K 0.31%
36,393
-786
62
$909K 0.28%
60,417
+1,152
63
$908K 0.28%
26,549
-160
64
$845K 0.26%
41,734
-372
65
$844K 0.26%
+34,702
66
$815K 0.25%
+33,378
67
$777K 0.24%
21,328
-153
68
$771K 0.24%
3,598
69
$759K 0.24%
9,111
70
$745K 0.23%
4,273
-832
71
$731K 0.23%
+35,333
72
$686K 0.21%
1,411
73
$682K 0.21%
42,344
-722
74
$680K 0.21%
+29,941
75
$669K 0.21%
9,921
+6,078
1 2
3
4 5