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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$564K 0.13%
4,488
+55
102
$559K 0.13%
15,216
103
$548K 0.13%
4,481
104
$544K 0.13%
7,334
+613
105
$541K 0.12%
5,657
-88
106
$532K 0.12%
9,338
107
$525K 0.12%
23,584
+1,409
108
$494K 0.11%
2,715
109
$473K 0.11%
9,447
+116
110
$470K 0.11%
2,434
111
$469K 0.11%
1,363
+195
112
$459K 0.11%
7,130
+4
113
$443K 0.1%
4,365
114
$437K 0.1%
13,566
-1,167
115
$414K 0.1%
1,139
116
$413K 0.1%
9,660
-7
117
$396K 0.09%
17,096
-28
118
$383K 0.09%
5,886
119
$379K 0.09%
9,270
120
$367K 0.08%
2,777
121
$351K 0.08%
7,066
-63
122
$350K 0.08%
9,510
+32
123
$337K 0.08%
+9,036
124
$336K 0.08%
939
125
$331K 0.08%
10,350
3 4
5
6 7