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
76
$98K 0.05%
456
77
$97K 0.05%
4,603
-418
78
$94K 0.05%
1,270
79
$92K 0.04%
530
80
$92K 0.04%
1,502
81
$91K 0.04%
2,205
82
$87K 0.04%
1,531
83
$86K 0.04%
731
84
$86K 0.04%
982
85
$84K 0.04%
1,380
-1,000
86
$83K 0.04%
1,553
87
$80K 0.04%
1,466
88
$80K 0.04%
2,348
89
$72K 0.03%
1,069
+294
90
$71K 0.03%
713
-4
91
$68K 0.03%
851
+3
92
$67K 0.03%
440
-95
93
$64K 0.03%
538
94
$62K 0.03%
1,823
95
$60K 0.03%
356
96
$60K 0.03%
1,482
-120
97
$60K 0.03%
542
98
$60K 0.03%
480
+103
99
$58K 0.03%
1,375
100
$58K 0.03%
335
2 3
4
5 6