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
$359M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$1.51M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$1.41M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.32M

Top Sells

1
+$580K
2
+$330K
3
+$266K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$137K
5
IYE icon
iShares US Energy ETF
IYE
+$70.6K

Sector Composition

1 Technology 13.22%
2 Healthcare 3.62%
3 Consumer Discretionary 2.39%
4 Communication Services 1.53%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.39%
10,537
-14
52
$1.34M 0.37%
54,813
+20,111
53
$1.29M 0.36%
4,383
54
$1.28M 0.36%
52,107
+18,729
55
$1.25M 0.35%
13,626
+556
56
$1.2M 0.34%
4,920
-49
57
$1.11M 0.31%
20,759
+764
58
$1.06M 0.3%
3,814
59
$1.05M 0.29%
3,770
60
$1.05M 0.29%
10,751
61
$1M 0.28%
62,049
+1,632
62
$988K 0.28%
35,952
-441
63
$958K 0.27%
13,823
64
$915K 0.26%
43,646
+1,912
65
$911K 0.25%
43,136
+7,803
66
$865K 0.24%
37,410
+7,469
67
$854K 0.24%
26,554
+5
68
$841K 0.23%
20,674
-654
69
$815K 0.23%
3,862
+695
70
$782K 0.22%
34,121
+5,743
71
$753K 0.21%
4,221
-52
72
$744K 0.21%
31,372
+3,540
73
$742K 0.21%
42,638
+294
74
$717K 0.2%
8,727
-7,063
75
$694K 0.19%
9,923
+2
1 2
3
4 5