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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$903K 0.22%
10,730
-21
77
$873K 0.21%
4,349
-102
78
$869K 0.21%
34,630
+15,580
79
$803K 0.19%
43,430
-550
80
$784K 0.19%
3,738
+140
81
$772K 0.19%
9,929
+5
82
$751K 0.18%
11,022
-11
83
$740K 0.18%
31,671
+2,850
84
$728K 0.18%
31,769
+8,321
85
$717K 0.17%
13,973
86
$705K 0.17%
3,669
-33
87
$698K 0.17%
11,192
-20
88
$691K 0.17%
15,760
+311
89
$690K 0.17%
10,026
90
$686K 0.17%
16,372
-537
91
$664K 0.16%
15,049
-173
92
$648K 0.16%
4,957
93
$634K 0.15%
2,434
94
$629K 0.15%
1,387
-23
95
$626K 0.15%
1,433
+58
96
$612K 0.15%
5,612
+83
97
$609K 0.15%
4,075
+626
98
$608K 0.15%
32,766
+4,359
99
$572K 0.14%
1,979
100
$523K 0.13%
15,216
-693
2 3
4
5 6