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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$895K 0.21%
31,932
-737
77
$879K 0.2%
4,178
-171
78
$835K 0.19%
9,931
+2
79
$822K 0.19%
10,992
-30
80
$821K 0.19%
3,633
-36
81
$807K 0.19%
41,354
-2,076
82
$804K 0.18%
4,935
+860
83
$792K 0.18%
11,191
-1
84
$779K 0.18%
3,614
85
$767K 0.18%
3,738
86
$758K 0.17%
13,973
87
$749K 0.17%
29,580
-2,091
88
$747K 0.17%
15,129
+80
89
$745K 0.17%
5,645
+33
90
$743K 0.17%
16,095
-277
91
$737K 0.17%
10,186
+160
92
$735K 0.17%
31,871
+102
93
$694K 0.16%
1,444
+11
94
$687K 0.16%
4,957
95
$683K 0.16%
15,760
96
$663K 0.15%
32,580
-186
97
$631K 0.15%
1,387
98
$586K 0.13%
1,979
99
$574K 0.13%
6,350
+60
100
$570K 0.13%
9,466
+19
2 3
4
5 6