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
251
$11K 0.01%
250
252
$11K 0.01%
200
253
$11K 0.01%
345
254
$11K 0.01%
458
255
$11K 0.01%
350
256
$11K 0.01%
397
257
$11K 0.01%
90
258
$10K ﹤0.01%
200
259
$10K ﹤0.01%
500
260
$10K ﹤0.01%
228
261
$10K ﹤0.01%
192
262
$10K ﹤0.01%
57
263
$10K ﹤0.01%
71
264
$9K ﹤0.01%
152
265
$9K ﹤0.01%
172
266
$9K ﹤0.01%
63
267
$9K ﹤0.01%
100
268
$9K ﹤0.01%
115
269
$8K ﹤0.01%
15
270
$8K ﹤0.01%
474
271
$8K ﹤0.01%
829
272
$8K ﹤0.01%
275
273
$8K ﹤0.01%
158
274
$8K ﹤0.01%
166
275
$8K ﹤0.01%
171
9 10
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