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
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.61M
3
+$4.37M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$624K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$405K

Top Sells

1
+$7.31M
2
+$4.69M
3
+$2.94M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.75M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$956K

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
134
227
$16K 0.01%
666
228
$16K 0.01%
208
229
$16K 0.01%
300
230
$16K 0.01%
155
231
$15K 0.01%
200
232
$15K 0.01%
100
233
$15K 0.01%
519
234
$15K 0.01%
237
235
$14K 0.01%
61
236
$14K 0.01%
85
237
$14K 0.01%
759
-195
238
$14K 0.01%
171
239
$13K 0.01%
135
240
$13K 0.01%
85
+2
241
$13K 0.01%
165
242
$13K 0.01%
840
243
$13K 0.01%
229
244
$13K 0.01%
130
245
$12K 0.01%
595
246
$12K 0.01%
269
247
$12K 0.01%
96
248
$12K 0.01%
250
249
$12K 0.01%
100
250
$12K 0.01%
94
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