IF
Ironwood Financial Portfolio holdings
AUM
$466M
This Quarter Return
+6.16%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$380M
AUM Growth
+$380M
(+6%)
Cap. Flow
+$559K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
140
New
–
Increased
52
Reduced
48
Closed
3
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$3.39M |
| 2 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$2.68M |
| 3 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
$2.6M |
| 4 |
Amazon
AMZN
|
$326K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$233K |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Healthcare | 3.6% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Communication Services | 1.59% |
| 5 | Industrials | 0.93% |
