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
$218M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.47M
3
+$928K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$524K
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$433K

Top Sells

1
+$889K
2
+$711K
3
+$601K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K

Sector Composition

1 Technology 1.07%
2 Industrials 0.8%
3 Consumer Discretionary 0.54%
4 Healthcare 0.46%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.02%
843
152
$32K 0.01%
99
153
$32K 0.01%
621
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154
$32K 0.01%
7,676
155
$32K 0.01%
2,150
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156
$32K 0.01%
501
-110
157
$32K 0.01%
1,509
158
$31K 0.01%
226
159
$31K 0.01%
103
160
$31K 0.01%
705
161
$30K 0.01%
606
162
$29K 0.01%
707
163
$29K 0.01%
600
164
$29K 0.01%
98
165
$29K 0.01%
640
166
$28K 0.01%
800
167
$28K 0.01%
190
168
$28K 0.01%
725
169
$27K 0.01%
103
170
$27K 0.01%
320
171
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470
172
$27K 0.01%
234
173
$26K 0.01%
633
174
$26K 0.01%
185
175
$26K 0.01%
190
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