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