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
151
$33K 0.02%
1,440
152
$33K 0.02%
641
-15
153
$33K 0.02%
2,984
154
$33K 0.02%
221
-35
155
$33K 0.02%
843
156
$32K 0.02%
1,509
157
$31K 0.01%
125
158
$31K 0.01%
415
159
$30K 0.01%
600
160
$30K 0.01%
705
161
$29K 0.01%
150
162
$29K 0.01%
226
163
$29K 0.01%
612
164
$29K 0.01%
606
165
$29K 0.01%
262
166
$28K 0.01%
7,676
167
$28K 0.01%
470
168
$27K 0.01%
707
169
$27K 0.01%
234
170
$27K 0.01%
725
171
$27K 0.01%
98
172
$27K 0.01%
640
173
$26K 0.01%
320
174
$26K 0.01%
200
175
$25K 0.01%
103
5 6
7
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