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
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
101
$57K 0.03%
425
102
$56K 0.03%
3,600
103
$56K 0.03%
485
104
$55K 0.03%
456
105
$55K 0.03%
684
106
$55K 0.03%
200
107
$54K 0.03%
1,005
108
$53K 0.03%
1,487
+8
109
$52K 0.03%
2,185
110
$51K 0.02%
430
111
$50K 0.02%
2,688
+30
112
$50K 0.02%
650
113
$49K 0.02%
580
114
$49K 0.02%
186
115
$49K 0.02%
800
116
$48K 0.02%
370
117
$47K 0.02%
1,240
118
$46K 0.02%
795
119
$46K 0.02%
213
120
$46K 0.02%
259
121
$46K 0.02%
352
122
$46K 0.02%
4
+3
123
$45K 0.02%
1,942
124
$45K 0.02%
732
125
$44K 0.02%
1,463
3 4
5
6 7