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
$359M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$1.51M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$1.41M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.32M

Top Sells

1
+$580K
2
+$330K
3
+$266K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$137K
5
IYE icon
iShares US Energy ETF
IYE
+$70.6K

Sector Composition

1 Technology 13.22%
2 Healthcare 3.62%
3 Consumer Discretionary 2.39%
4 Communication Services 1.53%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.19%
3,598
77
$679K 0.19%
26,963
+3,588
78
$667K 0.19%
1,411
79
$660K 0.18%
3,484
+515
80
$660K 0.18%
4,997
81
$643K 0.18%
11,825
-26
82
$642K 0.18%
21,463
83
$592K 0.17%
15,620
+162
84
$570K 0.16%
24,992
+4,111
85
$569K 0.16%
3,840
-3
86
$556K 0.16%
5,228
+3
87
$553K 0.15%
17,709
-66
88
$551K 0.15%
25,206
-1,101
89
$539K 0.15%
11,425
-48
90
$535K 0.15%
10,221
+1,110
91
$534K 0.15%
22,438
+800
92
$521K 0.15%
2,451
-100
93
$513K 0.14%
15,909
94
$492K 0.14%
10,008
+3
95
$489K 0.14%
1,979
96
$471K 0.13%
19,954
+5,180
97
$464K 0.13%
2,911
98
$454K 0.13%
4,530
-15
99
$453K 0.13%
10,205
100
$450K 0.13%
6,734
+1,292
2 3
4
5 6