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
126
$24K 0.01%
+2,580
127
$23K 0.01%
250
128
$23K 0.01%
500
129
$23K 0.01%
133
130
$23K 0.01%
1,753
131
$23K 0.01%
475
132
$23K 0.01%
725
133
$23K 0.01%
702
134
$22K 0.01%
65
135
$22K 0.01%
725
136
$21K 0.01%
214
137
$21K 0.01%
103
138
$21K 0.01%
400
139
$21K 0.01%
400
-140
140
$21K 0.01%
110
141
$21K 0.01%
383
+4
142
$21K 0.01%
+1,613
143
$20K 0.01%
393
144
$19K 0.01%
390
145
$19K 0.01%
200
146
$19K 0.01%
196
147
$18K 0.01%
376
148
$18K 0.01%
576
149
$16K 0.01%
127
-241
150
$16K 0.01%
829
4 5
6
7 8