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
201
$21K 0.01%
1,000
202
$20K 0.01%
1,400
203
$20K 0.01%
400
204
$20K 0.01%
390
205
$20K 0.01%
1,516
206
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196
207
$20K 0.01%
208
208
$20K 0.01%
200
209
$19K 0.01%
214
210
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58
211
$19K 0.01%
250
212
$19K 0.01%
134
213
$19K 0.01%
200
214
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141
+1
215
$18K 0.01%
612
216
$18K 0.01%
250
217
$18K 0.01%
519
218
$18K 0.01%
320
219
$18K 0.01%
666
220
$18K 0.01%
61
221
$18K 0.01%
155
222
$17K 0.01%
200
223
$17K 0.01%
100
224
$17K 0.01%
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225
$17K 0.01%
288
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