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
51
$148K 0.09%
3,230
52
$147K 0.09%
5,279
53
$142K 0.09%
1,666
54
$140K 0.08%
1,018
-16
55
$136K 0.08%
3,393
56
$124K 0.07%
862
57
$118K 0.07%
765
58
$109K 0.07%
2,668
59
$106K 0.06%
5,832
-45
60
$102K 0.06%
1,532
61
$99K 0.06%
1,660
62
$98K 0.06%
1,888
63
$94K 0.06%
1,600
+420
64
$94K 0.06%
10,616
-808
65
$85K 0.05%
1,502
66
$85K 0.05%
1,270
67
$82K 0.05%
406
68
$73K 0.04%
1,470
+376
69
$72K 0.04%
1,223
-1,000
70
$71K 0.04%
574
+41
71
$64K 0.04%
1,289
-200
72
$62K 0.04%
1,331
73
$61K 0.04%
854
74
$59K 0.04%
1,172
+12
75
$59K 0.04%
1,743
1 2
3
4 5