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
1
$32.3M 15.87%
109,667
-242
2
$15.1M 7.41%
710,287
-9,889
3
$11.2M 5.51%
288,665
+5,055
4
$10.9M 5.36%
510,338
+18,301
5
$10.8M 5.32%
511,676
+26,657
6
$9.94M 4.88%
151,243
-185
7
$8.88M 4.36%
368,452
+22,051
8
$8.66M 4.25%
353,082
+59,148
9
$8.35M 4.1%
338,207
+39,984
10
$7.8M 3.83%
368,809
+64,806
11
$7.64M 3.75%
97,568
+207
12
$6.7M 3.29%
257,010
+88,202
13
$4.96M 2.44%
233,583
+34,346
14
$3.6M 1.77%
308,070
+20,322
15
$3.35M 1.64%
11,433
-137
16
$3.33M 1.64%
283,710
+11,340
17
$3.29M 1.61%
134,324
+43,391
18
$3.15M 1.54%
148,718
+34,721
19
$2.94M 1.44%
44,048
+2,230
20
$2.56M 1.25%
13,680
-7
21
$2.38M 1.17%
17,683
-23
22
$2.28M 1.12%
120,027
+5,235
23
$2.13M 1.05%
47,540
-1,416
24
$2.08M 1.02%
17,870
-137
25
$1.86M 0.92%
36,549
+903
1
2 3 4 5