IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$1.35M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.05M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$988K

Top Sells

1
+$3.58M
2
+$2.4M
3
+$210K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$99.8K
5
SWK icon
Stanley Black & Decker
SWK
+$97.2K

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%
+633
184
$23K 0.01%
452
185
$23K 0.01%
65
186
$23K 0.01%
633
187
$23K 0.01%
800
188
$23K 0.01%
200
189
$23K 0.01%
1,100
190
$23K 0.01%
3,554
191
$23K 0.01%
449
192
$22K 0.01%
384
193
$22K 0.01%
200
194
$22K 0.01%
1,000
195
$22K 0.01%
280
196
$22K 0.01%
1,753
197
$22K 0.01%
626
198
$21K 0.01%
11
199
$21K 0.01%
725
200
$21K 0.01%
140
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