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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K 0.05%
1,502
77
$101K 0.05%
1,270
78
$97K 0.04%
2,205
79
$92K 0.04%
1,531
80
$92K 0.04%
1,380
81
$91K 0.04%
731
82
$90K 0.04%
440
83
$87K 0.04%
2,349
+1
84
$84K 0.04%
1,466
85
$77K 0.04%
982
86
$76K 0.03%
356
87
$75K 0.03%
200
88
$74K 0.03%
854
+3
89
$73K 0.03%
1,069
90
$72K 0.03%
329
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91
$70K 0.03%
1,188
-365
92
$65K 0.03%
538
93
$65K 0.03%
542
94
$64K 0.03%
1,375
95
$63K 0.03%
2,688
96
$63K 0.03%
335
97
$62K 0.03%
1,823
98
$61K 0.03%
1,398
-84
99
$61K 0.03%
485
100
$59K 0.03%
456
2 3
4
5 6