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
$359M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$1.51M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$1.41M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.32M

Top Sells

1
+$580K
2
+$330K
3
+$266K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$137K
5
IYE icon
iShares US Energy ETF
IYE
+$70.6K

Sector Composition

1 Technology 13.22%
2 Healthcare 3.62%
3 Consumer Discretionary 2.39%
4 Communication Services 1.53%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.12%
27,522
-84
102
$425K 0.12%
1,130
+65
103
$417K 0.12%
4,484
104
$388K 0.11%
4,365
+1
105
$381K 0.11%
11,448
106
$380K 0.11%
9,331
+484
107
$367K 0.1%
5,886
108
$367K 0.1%
16,677
+460
109
$363K 0.1%
11,547
-102
110
$359K 0.1%
2,777
111
$348K 0.1%
7,254
+5
112
$348K 0.1%
1,907
113
$332K 0.09%
9,917
114
$327K 0.09%
9,201
115
$316K 0.09%
3,393
116
$315K 0.09%
3,114
117
$315K 0.09%
1,720
+39
118
$315K 0.09%
3,792
+32
119
$306K 0.09%
12,483
+1,004
120
$306K 0.09%
8,102
121
$305K 0.09%
2,207
+219
122
$304K 0.08%
4,797
123
$291K 0.08%
1,139
124
$279K 0.08%
8,535
125
$268K 0.07%
939
2 3 4
5
6