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
$321M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$844K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$815K
5
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$731K

Top Sells

1
+$1.93M
2
+$1.34M
3
+$827K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$808K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$740K

Sector Composition

1 Technology 11.9%
2 Healthcare 4.37%
3 Consumer Discretionary 2.44%
4 Communication Services 1.46%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.2%
+27,832
77
$645K 0.2%
3,167
+256
78
$640K 0.2%
4,997
79
$639K 0.2%
+28,378
80
$630K 0.2%
+32,098
81
$585K 0.18%
+23,375
82
$580K 0.18%
5,225
+32
83
$579K 0.18%
26,307
-3,600
84
$545K 0.17%
2,969
+572
85
$543K 0.17%
17,775
-10,945
86
$541K 0.17%
15,458
87
$531K 0.17%
11,851
-102
88
$506K 0.16%
+21,638
89
$486K 0.15%
2,551
-185
90
$484K 0.15%
15,909
91
$473K 0.15%
10,005
92
$470K 0.15%
2,911
93
$468K 0.15%
11,473
-44
94
$467K 0.15%
+20,881
95
$452K 0.14%
1,979
-95
96
$446K 0.14%
3,843
-12
97
$425K 0.13%
10,205
98
$412K 0.13%
27,606
+4,887
99
$395K 0.12%
4,545
+15
100
$378K 0.12%
+4,364
2 3
4
5 6