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
51
$191K 0.09%
3,477
52
$187K 0.09%
864
53
$182K 0.09%
3,958
-2
54
$180K 0.09%
7,156
-38,016
55
$177K 0.08%
2,897
-226
56
$173K 0.08%
1,144
57
$171K 0.08%
2,630
58
$170K 0.08%
1,002
59
$169K 0.08%
1,566
60
$155K 0.07%
4,930
+10
61
$153K 0.07%
3,039
62
$152K 0.07%
1,704
+22
63
$139K 0.07%
3,460
+56
64
$136K 0.07%
2,645
65
$136K 0.07%
2,668
66
$134K 0.06%
4,779
67
$125K 0.06%
1,532
68
$111K 0.05%
1,820
69
$110K 0.05%
792
+252
70
$108K 0.05%
5,718
71
$107K 0.05%
1,660
72
$106K 0.05%
10,136
-296
73
$105K 0.05%
1,524
74
$102K 0.05%
355
-100
75
$100K 0.05%
429
+100
1 2
3
4 5