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
$372M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$1.98M
3
+$1.67M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$723K

Top Sells

1
+$3.73M
2
+$2.69M
3
+$2.53M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.39M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$539K

Sector Composition

1 Technology 12.54%
2 Healthcare 3.66%
3 Consumer Discretionary 2.44%
4 Communication Services 1.74%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.11%
6,613
102
$424K 0.11%
19,690
+2,843
103
$385K 0.1%
9,331
104
$382K 0.1%
5,886
105
$381K 0.1%
4,365
106
$370K 0.1%
7,121
+4
107
$366K 0.1%
4,513
+62
108
$355K 0.1%
+20,267
109
$334K 0.09%
9,817
-100
110
$327K 0.09%
9,426
+55
111
$326K 0.09%
1,139
112
$322K 0.09%
9,563
-486
113
$317K 0.09%
1,871
114
$312K 0.08%
1,147
+255
115
$312K 0.08%
2,777
116
$311K 0.08%
17,104
+36
117
$308K 0.08%
8,113
+1,523
118
$302K 0.08%
3,114
119
$299K 0.08%
12,483
120
$291K 0.08%
3,843
+1
121
$278K 0.07%
7,235
-213
122
$274K 0.07%
+6,290
123
$271K 0.07%
10,350
124
$265K 0.07%
4,757
-40
125
$260K 0.07%
699
2 3 4
5
6