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
$354M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2M
3
+$1.64M
4
VV icon
Vanguard Large-Cap ETF
VV
+$904K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$688K

Top Sells

1
+$3.6M
2
+$2.99M
3
+$2.2M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$1.44M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$602K

Sector Composition

1 Technology 14.32%
2 Healthcare 3.73%
3 Consumer Discretionary 3.03%
4 Communication Services 2.13%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,320
127
– –
-16,029
128
– –
-11,132
129
– –
-4,801
130
– –
-59,924
131
– –
-10,350
132
– –
-3,498
2 3 4 5
6