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
326
$4K ﹤0.01%
90
327
$4K ﹤0.01%
173
328
$4K ﹤0.01%
200
329
$3K ﹤0.01%
52
330
$3K ﹤0.01%
30
331
$3K ﹤0.01%
73
332
$3K ﹤0.01%
375
333
$3K ﹤0.01%
66
334
$3K ﹤0.01%
+34
335
$3K ﹤0.01%
15
336
$3K ﹤0.01%
25
337
$3K ﹤0.01%
30
338
$3K ﹤0.01%
204
339
$3K ﹤0.01%
116
340
$3K ﹤0.01%
33
341
$2K ﹤0.01%
20
342
$2K ﹤0.01%
50
343
$2K ﹤0.01%
15
344
$2K ﹤0.01%
90
345
$2K ﹤0.01%
+25
346
$2K ﹤0.01%
36
347
$2K ﹤0.01%
100
+11
348
$2K ﹤0.01%
75
349
$2K ﹤0.01%
47
350
$2K ﹤0.01%
15
12 13
14
15 16