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
51
$175K 0.11%
956
52
$168K 0.1%
3,477
53
$154K 0.1%
1,614
54
$141K 0.09%
1,035
55
$141K 0.09%
3,230
-1,435
56
$137K 0.08%
1,666
57
$137K 0.08%
5,279
58
$134K 0.08%
1,034
+8
59
$130K 0.08%
2,223
60
$124K 0.08%
3,393
61
$120K 0.07%
862
62
$109K 0.07%
765
63
$105K 0.06%
4,120
64
$102K 0.06%
1,532
65
$102K 0.06%
5,877
-72
66
$100K 0.06%
2,668
67
$94K 0.06%
11,424
68
$93K 0.06%
1,888
69
$93K 0.06%
1,660
70
$84K 0.05%
1,502
71
$80K 0.05%
1,270
72
$76K 0.05%
406
73
$66K 0.04%
1,489
-355
74
$65K 0.04%
533
+39
75
$63K 0.04%
544
1 2
3
4 5