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
26
$1.39M 0.84%
81,488
+2,638
27
$1.23M 0.74%
21,785
28
$1.18M 0.71%
19,356
-899
29
$1M 0.61%
57,640
+1,280
30
$864K 0.52%
80,304
-2,406
31
$852K 0.51%
4,536
32
$679K 0.41%
4,000
33
$519K 0.31%
3,354
-60
34
$447K 0.27%
10,556
+600
35
$439K 0.26%
4,450
-76
36
$403K 0.24%
2,730
+13
37
$395K 0.24%
4,712
-1,661
38
$347K 0.21%
7,476
-316
39
$308K 0.19%
2,896
40
$291K 0.18%
2,916
-40
41
$281K 0.17%
1,998
-60
42
$237K 0.14%
5,436
+372
43
$212K 0.13%
5,332
44
$191K 0.12%
3,144
-85
45
$189K 0.11%
956
46
$186K 0.11%
3,860
47
$179K 0.11%
3,982
-8
48
$164K 0.1%
3,477
49
$163K 0.1%
1,614
50
$152K 0.09%
1,035
1
2
3 4 5