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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.02%
795
127
$45K 0.02%
2,011
128
$44K 0.02%
213
129
$43K 0.02%
732
130
$42K 0.02%
3,000
131
$42K 0.02%
7,676
132
$41K 0.02%
5,000
133
$41K 0.02%
760
134
$41K 0.02%
377
+2
135
$41K 0.02%
221
136
$41K 0.02%
369
137
$40K 0.02%
937
138
$40K 0.02%
420
139
$38K 0.02%
965
140
$38K 0.02%
256
141
$37K 0.02%
864
+1
142
$36K 0.02%
481
143
$36K 0.02%
99
144
$36K 0.02%
1,440
145
$36K 0.02%
711
-32
146
$36K 0.02%
2,485
147
$36K 0.02%
611
148
$35K 0.02%
95
149
$34K 0.02%
933
150
$34K 0.02%
211
+95
4 5
6
7 8