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
76
$60K 0.04%
1,331
77
$58K 0.04%
1,160
-183
78
$58K 0.04%
1,743
79
$57K 0.04%
1,180
80
$55K 0.03%
1,094
-2,704
81
$54K 0.03%
360
-6
82
$54K 0.03%
854
+839
83
$53K 0.03%
684
84
$52K 0.03%
485
-53
85
$51K 0.03%
1,602
86
$51K 0.03%
1,005
-480
87
$50K 0.03%
1,455
-25
88
$49K 0.03%
970
-75
89
$48K 0.03%
2,501
-1,125
90
$47K 0.03%
631
91
$46K 0.03%
205
92
$46K 0.03%
3,045
-245
93
$43K 0.03%
3,000
94
$43K 0.03%
368
95
$43K 0.03%
980
96
$42K 0.03%
5,684
97
$40K 0.02%
732
98
$39K 0.02%
352
99
$39K 0.02%
369
100
$38K 0.02%
760
-234
2 3
4
5 6