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
251
$1K ﹤0.01%
110
252
$1K ﹤0.01%
17
253
$1K ﹤0.01%
33
254
$1K ﹤0.01%
100
255
$1K ﹤0.01%
12
256
$0 ﹤0.01%
3
257
– –
-9,758
258
$0 ﹤0.01%
27
259
– –
-13,516
260
$0 ﹤0.01%
1
261
– –
-1,835
262
$0 ﹤0.01%
6
263
– –
-35
264
$0 ﹤0.01%
30
265
$0 ﹤0.01%
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0
267
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268
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269
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270
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271
$0 ﹤0.01%
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272
$0 ﹤0.01%
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273
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274
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275
$0 ﹤0.01%
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