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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$329K 0.08%
7,998
-106
127
$328K 0.08%
1,872
128
$326K 0.08%
2,870
129
$326K 0.07%
3,766
130
$311K 0.07%
12,302
-1
131
$290K 0.07%
3,405
132
$289K 0.07%
6,542
+344
133
$283K 0.07%
540
134
$282K 0.06%
11,082
135
$267K 0.06%
1,300
136
$261K 0.06%
4,801
137
$255K 0.06%
4,588
-447
138
$255K 0.06%
3,647
+140
139
$252K 0.06%
1,369
-11
140
$250K 0.06%
+515
141
$246K 0.06%
5,745
142
$227K 0.05%
1,947
143
$216K 0.05%
+938
144
$205K 0.05%
+1,000
145
$204K 0.05%
+1,618
146
$202K 0.05%
+2,473
147
$185K 0.04%
11,505
+500
148
$97.7K 0.02%
11,505
149
$19.6K ﹤0.01%
+19,813
150
– –
-4,757
3 4 5
6
7