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
$166M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.12M
3
+$1.59M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$1.37M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$606K

Top Sells

1
+$4.09M
2
+$2.68M
3
+$348K
4
IP icon
International Paper
IP
+$284K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$221K

Sector Composition

1 Industrials 1.06%
2 Consumer Discretionary 0.94%
3 Technology 0.57%
4 Healthcare 0.32%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
249
227
$3K ﹤0.01%
8
228
$3K ﹤0.01%
50
229
$3K ﹤0.01%
1,150
230
$2K ﹤0.01%
39
231
$2K ﹤0.01%
30
232
$2K ﹤0.01%
50
233
$2K ﹤0.01%
90
234
$2K ﹤0.01%
35
235
$2K ﹤0.01%
15
236
$2K ﹤0.01%
99
237
$2K ﹤0.01%
65
238
$2K ﹤0.01%
65
239
$2K ﹤0.01%
34
240
$2K ﹤0.01%
33
241
$2K ﹤0.01%
24
-318
242
$2K ﹤0.01%
52
243
$2K ﹤0.01%
144
244
$1K ﹤0.01%
4
245
$1K ﹤0.01%
40
246
$1K ﹤0.01%
64
247
$1K ﹤0.01%
386
248
$1K ﹤0.01%
4
249
$1K ﹤0.01%
10
250
$1K ﹤0.01%
3
8 9
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11 12