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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.03%
3,600
102
$55K 0.03%
456
103
$55K 0.03%
684
104
$55K 0.03%
542
105
$53K 0.03%
1,005
106
$52K 0.03%
1,479
-145
107
$52K 0.03%
370
108
$52K 0.03%
2,185
-149,458
109
$50K 0.02%
259
110
$50K 0.02%
775
111
$50K 0.02%
430
112
$49K 0.02%
580
113
$49K 0.02%
2,658
114
$49K 0.02%
186
115
$49K 0.02%
1,039
116
$49K 0.02%
650
-200
117
$48K 0.02%
1,240
118
$48K 0.02%
800
119
$46K 0.02%
612
-299
120
$46K 0.02%
1,942
121
$46K 0.02%
352
122
$46K 0.02%
1,331
123
$45K 0.02%
2,923
124
$45K 0.02%
1,289
125
$45K 0.02%
320
3 4
5
6 7