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
201
$21K 0.01%
400
202
$20K 0.01%
250
203
$20K 0.01%
150
204
$20K 0.01%
390
205
$20K 0.01%
399
-24
206
$20K 0.01%
1,516
207
$20K 0.01%
762
-24
208
$20K 0.01%
400
209
$19K 0.01%
1,400
210
$19K 0.01%
84
211
$19K 0.01%
523
212
$19K 0.01%
196
213
$18K 0.01%
+612
214
$18K 0.01%
400
215
$18K 0.01%
200
-23
216
$18K 0.01%
576
217
$18K 0.01%
208
218
$17K 0.01%
58
219
$17K 0.01%
+100
220
$17K 0.01%
250
221
$17K 0.01%
114
222
$17K 0.01%
320
223
$17K 0.01%
666
224
$17K 0.01%
954
+612
225
$17K 0.01%
92
7 8
9
10 11