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
$380M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.88M
3
+$885K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$753K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$741K

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.6M
4
AMZN icon
Amazon
AMZN
+$326K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$233K

Sector Composition

1 Technology 13.49%
2 Healthcare 3.6%
3 Consumer Discretionary 2.52%
4 Communication Services 1.59%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.37%
10,528
-9
52
$1.38M 0.36%
55,860
+3,753
53
$1.37M 0.36%
4,417
+34
54
$1.33M 0.35%
4,822
-98
55
$1.32M 0.35%
35,897
-26
56
$1.29M 0.34%
5,813
+46
57
$1.16M 0.3%
21,286
+527
58
$1.14M 0.3%
3,812
+42
59
$1.13M 0.3%
64,521
+2,472
60
$1.05M 0.28%
10,751
61
$1.03M 0.27%
3,614
-200
62
$975K 0.26%
44,508
+862
63
$939K 0.25%
4,263
+401
64
$919K 0.24%
34,908
-1,044
65
$893K 0.23%
42,546
-590
66
$885K 0.23%
26,249
-305
67
$884K 0.23%
13,823
68
$839K 0.22%
35,728
+4,356
69
$789K 0.21%
4,212
-9
70
$787K 0.21%
34,105
-3,305
71
$784K 0.21%
43,982
+1,344
72
$753K 0.2%
3,785
+301
73
$749K 0.2%
17,911
-2,763
74
$747K 0.2%
3,598
75
$725K 0.19%
9,924
+1
1 2
3
4 5