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
26
$1.5M 0.72%
86,340
+4,184
27
$824K 0.4%
4,198
28
$706K 0.34%
4,214
+935
29
$656K 0.31%
7,739
-4,022
30
$649K 0.31%
11,584
31
$534K 0.26%
5,240
32
$532K 0.26%
25,007
-343,802
33
$471K 0.23%
3,061
-75
34
$429K 0.21%
20,066
-128,652
35
$425K 0.2%
3,805
36
$407K 0.2%
24,299
37
$399K 0.19%
2,760
-690
38
$352K 0.17%
14,373
-119,951
39
$338K 0.16%
6,043
+2
40
$315K 0.15%
1,893
41
$312K 0.15%
6,312
-108
42
$311K 0.15%
14,525
-219,058
43
$290K 0.14%
11,979
44
$262K 0.13%
+1,766
45
$241K 0.12%
2,780
46
$228K 0.11%
1,504
-17
47
$209K 0.1%
4,972
48
$206K 0.1%
4,716
49
$205K 0.1%
1,477
+120
50
$199K 0.1%
3,393
1
2
3 4 5