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
$204M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.45M
3
+$1.37M
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.06M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.56M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K
5
SWK icon
Stanley Black & Decker
SWK
+$99.8K

Sector Composition

1 Technology 0.94%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.48%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.02%
536
152
$33K 0.02%
600
153
$33K 0.02%
656
+15
154
$32K 0.02%
2,984
+1
155
$32K 0.02%
2,254
156
$31K 0.02%
415
157
$31K 0.02%
843
158
$31K 0.02%
1,509
159
$31K 0.02%
29,047
-860
160
$30K 0.01%
+612
161
$30K 0.01%
103
162
$29K 0.01%
125
163
$29K 0.01%
226
164
$29K 0.01%
606
165
$29K 0.01%
705
166
$29K 0.01%
262
167
$28K 0.01%
150
168
$28K 0.01%
125
169
$27K 0.01%
190
170
$27K 0.01%
640
171
$26K 0.01%
707
172
$26K 0.01%
470
173
$26K 0.01%
234
-125
174
$26K 0.01%
725
175
$26K 0.01%
98
5 6
7
8 9