IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
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
176
$25K 0.01%
103
177
$25K 0.01%
320
178
$25K 0.01%
200
179
$24K 0.01%
61
+37
180
$24K 0.01%
1,585
181
$24K 0.01%
250
182
$24K 0.01%
190
183
$23K 0.01%
800
184
$23K 0.01%
+633
185
$23K 0.01%
452
186
$23K 0.01%
65
187
$23K 0.01%
200
188
$23K 0.01%
1,100
189
$23K 0.01%
633
190
$23K 0.01%
3,554
191
$23K 0.01%
449
192
$22K 0.01%
280
193
$22K 0.01%
1,753
194
$22K 0.01%
626
195
$22K 0.01%
384
196
$22K 0.01%
200
197
$22K 0.01%
1,000
198
$21K 0.01%
140
-1
199
$21K 0.01%
400
200
$21K 0.01%
11
6 7
8
9 10