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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.12M
3
+$3.32M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$2.9M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$630K

Top Sells

1
+$8.27M
2
+$5.42M
3
+$695K
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$383K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$222K

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.81%
78,850
+4,638
27
$1.31M 0.81%
27,981
+64
28
$1.17M 0.72%
20,255
-1,478
29
$949K 0.59%
56,360
+632
30
$846K 0.52%
4,536
31
$840K 0.52%
82,710
-3,186
32
$604K 0.37%
4,000
33
$538K 0.33%
6,373
-8,230
34
$502K 0.31%
3,414
-24
35
$424K 0.26%
4,526
-724
36
$384K 0.24%
9,956
37
$384K 0.24%
2,717
38
$348K 0.21%
13,516
-14,891
39
$341K 0.21%
7,792
-24
40
$297K 0.18%
2,956
41
$289K 0.18%
2,896
42
$284K 0.18%
5,280
43
$273K 0.17%
2,058
-159
44
$235K 0.15%
2,124
45
$221K 0.14%
9,758
-9,823
46
$211K 0.13%
5,064
47
$201K 0.12%
5,332
-144
48
$183K 0.11%
3,860
49
$179K 0.11%
3,990
-27
50
$178K 0.11%
3,229
1
2
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