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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59K 0.03%
684
102
$59K 0.03%
3,600
103
$59K 0.03%
425
104
$55K 0.03%
546
-167
105
$54K 0.02%
1,487
106
$54K 0.02%
371
+1
107
$54K 0.02%
430
108
$53K 0.02%
259
109
$52K 0.02%
1,240
110
$52K 0.02%
933
-72
111
$52K 0.02%
823
+28
112
$52K 0.02%
1,039
113
$52K 0.02%
2,616
-3,102
114
$51K 0.02%
352
115
$51K 0.02%
800
116
$49K 0.02%
560
-20
117
$49K 0.02%
186
118
$48K 0.02%
381
-99
119
$46K 0.02%
320
120
$46K 0.02%
732
121
$44K 0.02%
5,000
122
$44K 0.02%
221
123
$44K 0.02%
369
124
$43K 0.02%
3,000
125
$43K 0.02%
1,440
3 4
5
6 7