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
$321M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$844K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$815K
5
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$731K

Top Sells

1
+$1.93M
2
+$1.34M
3
+$827K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$808K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$740K

Sector Composition

1 Technology 11.9%
2 Healthcare 4.37%
3 Consumer Discretionary 2.44%
4 Communication Services 1.46%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.12%
1,139
102
$374K 0.12%
+1,065
103
$371K 0.12%
5,886
104
$367K 0.11%
4,484
105
$356K 0.11%
11,448
+36
106
$354K 0.11%
2,777
107
$351K 0.11%
11,649
-53
108
$347K 0.11%
+14,774
109
$346K 0.11%
+16,217
110
$344K 0.11%
1,907
+14
111
$344K 0.11%
+8,847
112
$342K 0.11%
3,114
113
$335K 0.1%
+5,442
114
$332K 0.1%
9,917
115
$323K 0.1%
9,201
116
$310K 0.1%
3,760
-6
117
$297K 0.09%
7,249
+7
118
$291K 0.09%
8,102
-75
119
$285K 0.09%
1,681
120
$279K 0.09%
1,988
+140
121
$272K 0.08%
11,479
-400
122
$271K 0.08%
3,393
123
$262K 0.08%
4,797
124
$251K 0.08%
10,350
125
$243K 0.08%
2,422
+2
2 3 4
5
6