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
76
$57K 0.03%
360
77
$55K 0.03%
684
78
$54K 0.03%
205
79
$54K 0.03%
1,602
80
$54K 0.03%
631
81
$54K 0.03%
485
82
$53K 0.03%
1,005
83
$51K 0.03%
2,501
84
$50K 0.03%
1,455
85
$50K 0.03%
5,684
86
$48K 0.03%
940
-30
87
$45K 0.03%
261
+94
88
$45K 0.03%
1,775
-2,345
89
$44K 0.03%
980
90
$42K 0.03%
3,000
91
$42K 0.03%
502
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92
$42K 0.03%
352
93
$42K 0.03%
732
94
$41K 0.02%
369
95
$40K 0.02%
1,290
96
$40K 0.02%
760
97
$40K 0.02%
359
-1,765
98
$40K 0.02%
2,700
-345
99
$39K 0.02%
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100
$37K 0.02%
263
2 3
4
5 6