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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$496K 0.12%
9,447
-198
102
$493K 0.12%
22,175
+2,485
103
$491K 0.12%
5,745
-116
104
$484K 0.12%
9,338
-852
105
$473K 0.11%
6,721
+108
106
$467K 0.11%
4,433
-51
107
$460K 0.11%
14,733
-1,202
108
$435K 0.11%
9,331
109
$433K 0.1%
4,365
110
$422K 0.1%
7,126
+5
111
$421K 0.1%
2,715
-196
112
$405K 0.1%
4,481
-32
113
$375K 0.09%
9,667
+241
114
$363K 0.09%
1,168
+21
115
$355K 0.09%
17,124
+20
116
$351K 0.09%
5,886
117
$345K 0.08%
9,270
-547
118
$341K 0.08%
1,139
119
$341K 0.08%
9,478
-85
120
$338K 0.08%
2,777
121
$333K 0.08%
3,766
-77
122
$326K 0.08%
8,104
-9
123
$318K 0.08%
1,872
+1
124
$316K 0.08%
2,870
-244
125
$315K 0.08%
7,129
-106
2 3 4
5
6