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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.12M
3
+$3.32M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$2.9M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$630K

Top Sells

1
+$8.27M
2
+$5.42M
3
+$695K
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$383K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$222K

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
22
227
$4K ﹤0.01%
75
228
$4K ﹤0.01%
40
229
$4K ﹤0.01%
50
230
$4K ﹤0.01%
1,150
231
$3K ﹤0.01%
52
232
$3K ﹤0.01%
61
233
$3K ﹤0.01%
75
234
$3K ﹤0.01%
15
235
$3K ﹤0.01%
26
236
$3K ﹤0.01%
8
237
$2K ﹤0.01%
39
238
$2K ﹤0.01%
30
239
$2K ﹤0.01%
50
240
$2K ﹤0.01%
90
241
$2K ﹤0.01%
35
242
$2K ﹤0.01%
15
243
$2K ﹤0.01%
99
244
$2K ﹤0.01%
65
245
$2K ﹤0.01%
65
246
$2K ﹤0.01%
34
247
$2K ﹤0.01%
33
248
$2K ﹤0.01%
52
249
$2K ﹤0.01%
144
250
$1K ﹤0.01%
4
8 9
10
11 12