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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43K 0.02%
726
-34
127
$43K 0.02%
420
128
$42K 0.02%
937
129
$42K 0.02%
213
130
$41K 0.02%
1,289
131
$39K 0.02%
965
132
$39K 0.02%
612
133
$39K 0.02%
869
+5
134
$39K 0.02%
2,011
135
$38K 0.02%
211
136
$37K 0.02%
481
137
$37K 0.02%
2,235
-19
138
$37K 0.02%
145
+139
139
$36K 0.02%
150
140
$36K 0.02%
711
141
$35K 0.02%
933
142
$35K 0.02%
2,987
+3
143
$35K 0.02%
221
144
$34K 0.02%
1,585
145
$34K 0.02%
680
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146
$34K 0.02%
262
147
$34K 0.02%
95
148
$34K 0.02%
125
149
$34K 0.02%
415
150
$33K 0.02%
612
4 5
6
7 8