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
$354M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2M
3
+$1.64M
4
VV icon
Vanguard Large-Cap ETF
VV
+$904K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$688K

Top Sells

1
+$3.6M
2
+$2.99M
3
+$2.2M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$1.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$602K

Sector Composition

1 Technology 14.32%
2 Healthcare 3.73%
3 Consumer Discretionary 3.03%
4 Communication Services 2.13%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.18%
4,531
+50
77
$592K 0.17%
4,997
78
$539K 0.15%
22,671
+2,991
79
$501K 0.14%
9,204
80
$500K 0.14%
12,487
-65
81
$496K 0.14%
9,993
-60
82
$472K 0.13%
2,911
83
$454K 0.13%
2,370
84
$438K 0.12%
8,835
-41
85
$426K 0.12%
2,074
86
$426K 0.12%
5,186
+3
87
$411K 0.12%
3,790
+2,070
88
$409K 0.12%
11,064
+627
89
$381K 0.11%
2,977
-89
90
$371K 0.1%
4,484
-814
91
$369K 0.1%
3,114
-19
92
$364K 0.1%
8,304
-289
93
$360K 0.1%
1,512
-50
94
$339K 0.1%
+14,263
95
$336K 0.09%
+13,405
96
$334K 0.09%
+5,886
97
$326K 0.09%
+11,722
98
$319K 0.09%
17,916
+1,074
99
$317K 0.09%
1,892
100
$310K 0.09%
1,457
-35
2 3
4
5 6