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
$380M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.88M
3
+$885K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$753K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$741K

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.6M
4
AMZN icon
Amazon
AMZN
+$326K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$233K

Sector Composition

1 Technology 13.49%
2 Healthcare 3.6%
3 Consumer Discretionary 2.52%
4 Communication Services 1.59%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$712K 0.19%
30,949
-3,172
77
$699K 0.18%
11,235
-590
78
$692K 0.18%
4,997
79
$650K 0.17%
1,411
80
$649K 0.17%
3,840
81
$632K 0.17%
15,211
-409
82
$629K 0.17%
11,412
-13
83
$604K 0.16%
5,231
+3
84
$580K 0.15%
25,932
+726
85
$576K 0.15%
21,463
86
$570K 0.15%
1,979
87
$568K 0.15%
10,025
-196
88
$561K 0.15%
23,888
+1,450
89
$539K 0.14%
21,294
-5,669
90
$534K 0.14%
4,484
91
$525K 0.14%
16,972
-737
92
$523K 0.14%
15,909
93
$518K 0.14%
2,451
94
$511K 0.13%
29,646
+2,124
95
$505K 0.13%
9,642
-366
96
$491K 0.13%
10,205
97
$487K 0.13%
21,397
-3,595
98
$475K 0.12%
5,853
-2,874
99
$460K 0.12%
1,130
100
$446K 0.12%
6,613
-121
2 3
4
5 6