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
176
$26K 0.01%
200
177
$26K 0.01%
1,100
178
$25K 0.01%
449
179
$25K 0.01%
250
180
$24K 0.01%
280
181
$24K 0.01%
250
182
$24K 0.01%
452
183
$24K 0.01%
65
184
$24K 0.01%
626
185
$24K 0.01%
386
+1
186
$24K 0.01%
633
187
$23K 0.01%
11
188
$23K 0.01%
361
189
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840
190
$22K 0.01%
895
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191
$22K 0.01%
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192
$22K 0.01%
250
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193
$22K 0.01%
400
194
$21K 0.01%
125
195
$21K 0.01%
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196
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197
$21K 0.01%
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198
$21K 0.01%
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199
$21K 0.01%
762
200
$21K 0.01%
4
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8
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