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
351
$2K ﹤0.01%
172
352
$2K ﹤0.01%
100
353
$2K ﹤0.01%
65
354
$2K ﹤0.01%
25
355
$2K ﹤0.01%
+37
356
$2K ﹤0.01%
53
357
$2K ﹤0.01%
+6
358
$2K ﹤0.01%
34
359
$2K ﹤0.01%
24
360
$2K ﹤0.01%
186
361
$2K ﹤0.01%
516
+486
362
$2K ﹤0.01%
105
363
$1K ﹤0.01%
40
364
$1K ﹤0.01%
9
365
$1K ﹤0.01%
9
366
$1K ﹤0.01%
386
367
$1K ﹤0.01%
10
368
$1K ﹤0.01%
54
369
$1K ﹤0.01%
100
370
$1K ﹤0.01%
249
371
$1K ﹤0.01%
+15
372
$1K ﹤0.01%
33
373
$1K ﹤0.01%
103
374
$1K ﹤0.01%
42
375
$1K ﹤0.01%
17
13 14
15
16 17