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
$302M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$736K
3
+$715K
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$438K
5
VV icon
Vanguard Large-Cap ETF
VV
+$282K

Top Sells

1
+$1.89M
2
+$952K
3
+$872K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$525K
5
IYE icon
iShares US Energy ETF
IYE
+$252K

Sector Composition

1 Technology 13.33%
2 Healthcare 4.05%
3 Consumer Discretionary 2.76%
4 Communication Services 1.67%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.15%
11,517
-9
77
$453K 0.15%
15,458
78
$447K 0.15%
5,193
+3
79
$433K 0.14%
10,005
+6
80
$427K 0.14%
4,530
-1
81
$418K 0.14%
2,074
82
$410K 0.14%
2,397
+508
83
$410K 0.14%
3,855
-60
84
$410K 0.14%
15,909
85
$396K 0.13%
10,205
86
$391K 0.13%
2,911
87
$384K 0.13%
11,702
-221
88
$362K 0.12%
5,886
89
$332K 0.11%
11,412
+267
90
$331K 0.11%
2,736
+25
91
$318K 0.11%
22,719
+2,550
92
$316K 0.1%
1,139
93
$309K 0.1%
1,893
+1
94
$302K 0.1%
3,766
-24
95
$301K 0.1%
3,114
96
$300K 0.1%
7,242
+5
97
$294K 0.1%
9,917
98
$290K 0.1%
2,777
-200
99
$285K 0.09%
8,177
100
$278K 0.09%
3,393
1 2 3
4
5