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
$435M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.19M
3
+$3.12M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Top Sells

1
+$1.98M
2
+$1.88M
3
+$1.74M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.74M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$1.46M

Sector Composition

1 Technology 11.01%
2 Healthcare 3.65%
3 Consumer Discretionary 2.68%
4 Communication Services 1.78%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54M 12.41%
102,668
+1,941
2
$36.3M 8.35%
211,735
-5,923
3
$19.2M 4.42%
102,966
+355
4
$16.7M 3.85%
275,644
+4,839
5
$14.5M 3.33%
171,754
-434
6
$11.8M 2.72%
130,014
-1,938
7
$11M 2.53%
99,485
+1,879
8
$9.29M 2.14%
404,773
-63,726
9
$9.07M 2.08%
391,131
-50,981
10
$8.55M 1.97%
418,478
-96,972
11
$8.45M 1.94%
438,178
-49,338
12
$8.37M 1.92%
368,209
-76,398
13
$8.15M 1.87%
406,019
-50,722
14
$7.95M 1.83%
413,756
-98,005
15
$7.69M 1.77%
96,331
-1,804
16
$7.53M 1.73%
359,097
-83,208
17
$6.54M 1.5%
25,176
+2,855
18
$6.37M 1.46%
61,961
-345
19
$5.71M 1.31%
31,644
+30
20
$5.58M 1.28%
244,544
+146,645
21
$5.57M 1.28%
48,283
-124
22
$5.49M 1.26%
46,409
-112
23
$5.48M 1.26%
256,143
+148,952
24
$5.31M 1.22%
12,620
+74
25
$4.96M 1.14%
50,683
+31,837
1
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