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
$380M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.88M
3
+$885K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$753K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$741K

Top Sells

1
+$3.39M
2
+$2.68M
3
+$2.6M
4
AMZN icon
Amazon
AMZN
+$326K
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.07%
6,590
+487
127
$259K 0.07%
11,132
128
$258K 0.07%
5,109
+1
129
$252K 0.07%
892
-143
130
$250K 0.07%
3,393
131
$248K 0.07%
3,399
132
$239K 0.06%
1,405
-6
133
$223K 0.06%
2,017
134
$223K 0.06%
4,801
135
$207K 0.05%
6,196
-2,339
136
$205K 0.05%
5,745
-3,456
137
$96.4K 0.03%
11,505
138
– –
-1,525
139
– –
-2,485
140
– –
-1,252
2 3 4 5
6