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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.08%
6,290
127
$311K 0.08%
6,198
+2
128
$305K 0.07%
12,303
-180
129
$303K 0.07%
10,350
130
$281K 0.07%
939
131
$276K 0.07%
3,405
132
$271K 0.07%
11,082
133
$266K 0.06%
5,035
-6
134
$261K 0.06%
540
135
$254K 0.06%
3,507
+108
136
$251K 0.06%
4,801
137
$249K 0.06%
1,300
138
$247K 0.06%
1,380
-1
139
$224K 0.05%
1,947
-70
140
$214K 0.05%
3,393
141
$213K 0.05%
5,745
142
$202K 0.05%
4,757
143
$181K 0.04%
+11,005
144
$94.7K 0.02%
11,505
145
– –
-199,390
146
– –
-199,616
147
– –
-2,851
148
– –
-699
2 3 4 5
6