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
$372M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$1.98M
3
+$1.67M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$723K

Top Sells

1
+$3.73M
2
+$2.69M
3
+$2.53M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.39M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$539K

Sector Composition

1 Technology 12.54%
2 Healthcare 3.66%
3 Consumer Discretionary 2.44%
4 Communication Services 1.74%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.38%
14,215
-308
52
$1.33M 0.36%
4,417
53
$1.25M 0.34%
4,711
-111
54
$1.2M 0.32%
23,188
+1,902
55
$1.17M 0.32%
35,391
-506
56
$1.16M 0.31%
5,560
+1,297
57
$1.06M 0.29%
51,626
+9,080
58
$1.06M 0.29%
62,892
-1,629
59
$1.03M 0.28%
3,912
+100
60
$1.03M 0.28%
44,083
+8,355
61
$929K 0.25%
3,614
62
$907K 0.24%
43,786
-722
63
$875K 0.24%
4,629
+844
64
$849K 0.23%
36,704
+12,816
65
$846K 0.23%
33,309
-1,599
66
$839K 0.23%
25,285
-964
67
$837K 0.22%
36,072
+1,967
68
$811K 0.22%
13,973
+150
69
$787K 0.21%
4,451
+239
70
$774K 0.21%
10,751
71
$749K 0.2%
21,463
72
$749K 0.2%
32,644
+1,695
73
$747K 0.2%
43,980
-2
74
$722K 0.19%
15,222
-56,810
75
$687K 0.18%
9,924
1 2
3
4 5