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
151
$16K 0.01%
105
152
$16K 0.01%
269
153
$15K 0.01%
3,550
154
$14K 0.01%
134
-210
155
$14K 0.01%
175
156
$14K 0.01%
1,000
157
$14K 0.01%
595
158
$13K 0.01%
230
159
$13K 0.01%
+71
160
$13K 0.01%
300
161
$13K 0.01%
255
+1
162
$12K 0.01%
253
+3
163
$12K 0.01%
154
164
$12K 0.01%
63
165
$12K 0.01%
423
166
$12K 0.01%
458
167
$12K 0.01%
350
168
$12K 0.01%
1,236
169
$12K 0.01%
229
170
$11K 0.01%
385
171
$11K 0.01%
500
172
$11K 0.01%
250
173
$11K 0.01%
188
174
$10K 0.01%
245
-159
175
$10K 0.01%
192
5 6
7
8 9