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
101
$37K 0.02%
215
102
$35K 0.02%
1,509
103
$34K 0.02%
612
104
$34K 0.02%
2,150
105
$34K 0.02%
651
-65
106
$33K 0.02%
861
107
$33K 0.02%
606
108
$33K 0.02%
361
+2
109
$33K 0.02%
256
110
$31K 0.02%
1,695
111
$31K 0.02%
492
112
$31K 0.02%
415
113
$30K 0.02%
400
114
$30K 0.02%
500
115
$29K 0.02%
186
116
$27K 0.02%
793
117
$26K 0.02%
330
118
$26K 0.02%
666
+653
119
$26K 0.02%
1,350
120
$25K 0.02%
707
121
$25K 0.02%
95
122
$25K 0.02%
1
123
$24K 0.01%
800
124
$24K 0.01%
127
125
$24K 0.01%
470
3 4
5
6 7