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
$359M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$1.51M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$1.41M
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.32M

Top Sells

1
+$580K
2
+$330K
3
+$266K
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$137K
5
IYE icon
iShares US Energy ETF
IYE
+$70.6K

Sector Composition

1 Technology 13.22%
2 Healthcare 3.62%
3 Consumer Discretionary 2.39%
4 Communication Services 1.53%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.07%
10,350
127
$262K 0.07%
16,068
128
$258K 0.07%
+1,035
129
$257K 0.07%
11,132
130
$256K 0.07%
5,108
-151
131
$248K 0.07%
699
132
$241K 0.07%
6,103
+175
133
$237K 0.07%
3,399
134
$220K 0.06%
2,017
135
$218K 0.06%
2,485
+63
136
$214K 0.06%
4,801
137
$211K 0.06%
+1,411
138
$93.7K 0.03%
11,505
139
$8.77K ﹤0.01%
1,252
140
$4.19K ﹤0.01%
+1,525
2 3 4 5
6