IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-2.8%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$466M
AUM Growth
-$10.4M
(-2.2%)
Cap. Flow
+$5.18M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
42.56%
Holding
164
New
6
Increased
65
Reduced
61
Closed
4
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$1.51M |
| 2 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$666K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$631K |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$610K |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$516K |
Top Sells
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.55M |
| 2 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$625K |
| 3 |
Microsoft
MSFT
|
+$447K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$305K |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
+$249K |
Sector Composition
| 1 | Technology | 10.69% |
| 2 | Healthcare | 3.25% |
| 3 | Consumer Discretionary | 2.73% |
| 4 | Communication Services | 1.55% |
| 5 | Financials | 1.38% |
