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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.4%
72,760
+3,600
52
$1.72M 0.4%
6,349
-145
53
$1.72M 0.4%
6,875
+104
54
$1.7M 0.39%
62,799
-390
55
$1.67M 0.38%
4,346
56
$1.65M 0.38%
5,813
57
$1.6M 0.37%
10,093
+1
58
$1.56M 0.36%
4,615
-50
59
$1.5M 0.34%
13,606
-394
60
$1.48M 0.34%
6,490
+151
61
$1.43M 0.33%
69,872
+25,248
62
$1.43M 0.33%
24,311
+314
63
$1.36M 0.31%
62,702
+7,210
64
$1.28M 0.3%
62,040
+15
65
$1.15M 0.26%
48,202
+4,802
66
$1.13M 0.26%
4,005
-7
67
$1.06M 0.24%
10,883
+153
68
$1.06M 0.24%
43,062
-204
69
$1.03M 0.24%
41,170
+6,540
70
$1.02M 0.24%
43,792
+1,210
71
$1M 0.23%
23,831
-508
72
$992K 0.23%
42,527
-2,293
73
$953K 0.22%
34,357
-170
74
$947K 0.22%
57,787
+205
75
$931K 0.21%
21,463
1 2
3
4 5