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
126
$43K 0.02%
+848
127
$42K 0.02%
3,000
128
$42K 0.02%
2,923
129
$42K 0.02%
937
130
$42K 0.02%
320
131
$42K 0.02%
760
132
$42K 0.02%
1,039
133
$42K 0.02%
369
134
$41K 0.02%
5,000
135
$40K 0.02%
221
136
$40K 0.02%
611
137
$39K 0.02%
481
138
$39K 0.02%
420
139
$38K 0.02%
965
140
$38K 0.02%
99
141
$38K 0.02%
1,289
142
$37K 0.02%
2,485
143
$36K 0.02%
711
144
$36K 0.02%
2,254
145
$36K 0.02%
2,011
146
$35K 0.02%
864
147
$35K 0.02%
211
148
$34K 0.02%
933
149
$34K 0.02%
103
150
$34K 0.02%
95
4 5
6
7 8