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
$372M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$1.98M
3
+$1.67M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$723K

Top Sells

1
+$3.73M
2
+$2.69M
3
+$2.53M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.39M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$539K

Sector Composition

1 Technology 12.54%
2 Healthcare 3.66%
3 Consumer Discretionary 2.44%
4 Communication Services 1.74%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$685K 0.18%
15,449
+238
77
$665K 0.18%
3,598
78
$648K 0.17%
16,909
-1,002
79
$638K 0.17%
11,033
-202
80
$619K 0.17%
4,957
-40
81
$619K 0.17%
28,821
+2,889
82
$597K 0.16%
11,212
-200
83
$584K 0.16%
3,702
-138
84
$577K 0.15%
1,410
-1
85
$569K 0.15%
5,529
+298
86
$550K 0.15%
10,026
+1
87
$540K 0.15%
1,375
+245
88
$528K 0.14%
23,448
+2,051
89
$519K 0.14%
15,909
90
$514K 0.14%
9,645
+3
91
$505K 0.14%
1,979
92
$480K 0.13%
15,935
-1,037
93
$476K 0.13%
3,449
+1,460
94
$475K 0.13%
4,484
95
$474K 0.13%
10,190
-15
96
$472K 0.13%
28,407
-1,239
97
$467K 0.13%
2,434
-17
98
$458K 0.12%
+19,050
99
$438K 0.12%
5,861
-49,958
100
$434K 0.12%
2,911
2 3
4
5 6