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
$380M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.88M
3
+$885K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$753K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$741K

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.6M
4
AMZN icon
Amazon
AMZN
+$326K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$233K

Sector Composition

1 Technology 13.49%
2 Healthcare 3.6%
3 Consumer Discretionary 2.52%
4 Communication Services 1.59%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$404K 0.11%
2,777
102
$403K 0.11%
9,331
103
$401K 0.11%
4,365
104
$398K 0.1%
16,834
-3,120
105
$397K 0.1%
4,451
-79
106
$392K 0.1%
2,911
107
$385K 0.1%
7,117
-137
108
$368K 0.1%
16,847
+170
109
$356K 0.09%
10,049
-1,498
110
$347K 0.09%
1,871
-36
111
$346K 0.09%
5,886
112
$342K 0.09%
9,917
113
$339K 0.09%
3,114
114
$339K 0.09%
9,371
-2,077
115
$321K 0.08%
3,842
+50
116
$320K 0.08%
17,068
+1,000
117
$320K 0.08%
1,139
118
$307K 0.08%
12,483
119
$307K 0.08%
1,720
120
$301K 0.08%
7,448
-654
121
$286K 0.08%
939
122
$283K 0.07%
1,989
-218
123
$281K 0.07%
10,350
124
$271K 0.07%
4,797
125
$266K 0.07%
699
2 3 4
5
6