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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.05%
2,348
-1
77
$96K 0.05%
456
+7
78
$93K 0.05%
1,502
79
$93K 0.05%
1,270
80
$92K 0.05%
2,205
+1,225
81
$91K 0.04%
530
-48
82
$90K 0.04%
731
83
$86K 0.04%
1,531
84
$85K 0.04%
1,553
85
$84K 0.04%
535
86
$80K 0.04%
1,466
87
$78K 0.04%
982
88
$72K 0.04%
540
89
$72K 0.04%
717
90
$68K 0.03%
329
+25
91
$68K 0.03%
848
+2
92
$67K 0.03%
538
93
$67K 0.03%
1,602
94
$63K 0.03%
200
95
$62K 0.03%
1,823
96
$61K 0.03%
425
97
$60K 0.03%
356
98
$60K 0.03%
1,375
99
$58K 0.03%
335
100
$58K 0.03%
485
2 3
4
5 6