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
176
$9K 0.01%
171
177
$9K 0.01%
192
178
$9K 0.01%
200
179
$9K 0.01%
61
180
$9K 0.01%
450
181
$9K 0.01%
422
182
$9K 0.01%
115
183
$9K 0.01%
90
184
$9K 0.01%
84
185
$8K ﹤0.01%
396
186
$8K ﹤0.01%
70
187
$8K ﹤0.01%
275
188
$8K ﹤0.01%
166
189
$7K ﹤0.01%
100
190
$7K ﹤0.01%
120
191
$7K ﹤0.01%
125
192
$7K ﹤0.01%
130
193
$7K ﹤0.01%
134
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$7K ﹤0.01%
128
195
$7K ﹤0.01%
1,500
196
$7K ﹤0.01%
110
197
$7K ﹤0.01%
41
198
$7K ﹤0.01%
320
199
$7K ﹤0.01%
44
200
$6K ﹤0.01%
159
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