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
$413M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.33M
3
+$2.32M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.87M

Top Sells

1
+$4.69M
2
+$4.23M
3
+$2.88M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.34M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.27M

Sector Composition

1 Technology 12.69%
2 Healthcare 3.42%
3 Consumer Discretionary 2.43%
4 Communication Services 1.67%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.1M 11.66%
100,727
+8,559
2
$41.9M 10.15%
217,658
-2,963
3
$17.8M 4.32%
102,611
-1,922
4
$15M 3.64%
270,805
+7,855
5
$12.9M 3.13%
172,188
-2,511
6
$11.1M 2.7%
131,952
+711
7
$10.6M 2.58%
468,499
-29,090
8
$10.6M 2.56%
97,606
+2,240
9
$10.5M 2.55%
515,450
-65,684
10
$10.2M 2.48%
442,112
-27,546
11
$10.1M 2.45%
444,607
-56,020
12
$9.88M 2.39%
511,761
-58,805
13
$9.48M 2.3%
487,516
+71,666
14
$9.26M 2.24%
456,741
+31,032
15
$9.24M 2.24%
442,305
-138,069
16
$7.39M 1.79%
98,135
+744
17
$6.42M 1.56%
62,306
-952
18
$5.31M 1.29%
46,521
-531
19
$5.29M 1.28%
22,321
+1,266
20
$5.09M 1.23%
48,407
+3,030
21
$4.8M 1.16%
31,614
-1,801
22
$4.72M 1.14%
12,546
-7
23
$4.59M 1.11%
39,165
-920
24
$4.38M 1.06%
10,702
+363
25
$4.37M 1.06%
195,509
+16,388
1
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