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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.41%
5,813
52
$1.65M 0.4%
69,160
+25,077
53
$1.64M 0.4%
6,494
-134
54
$1.59M 0.38%
63,189
-552
55
$1.58M 0.38%
10,092
-26
56
$1.58M 0.38%
6,771
+1,211
57
$1.51M 0.36%
4,346
-71
58
$1.43M 0.35%
14,000
-215
59
$1.41M 0.34%
4,665
-46
60
$1.35M 0.33%
6,339
+1,710
61
$1.35M 0.33%
23,997
+809
62
$1.2M 0.29%
55,492
+3,866
63
$1.19M 0.29%
4,012
+100
64
$1.17M 0.28%
62,025
-867
65
$1.04M 0.25%
44,820
+8,748
66
$1.04M 0.25%
43,400
+6,696
67
$1.02M 0.25%
43,266
-520
68
$994K 0.24%
34,527
-864
69
$984K 0.24%
42,582
+9,938
70
$958K 0.23%
+57,582
71
$942K 0.23%
21,463
72
$935K 0.23%
3,614
73
$927K 0.22%
+44,624
74
$915K 0.22%
24,339
-946
75
$914K 0.22%
32,669
-640
1 2
3
4 5