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
201
$21K 0.01%
626
202
$21K 0.01%
140
203
$21K 0.01%
400
204
$20K 0.01%
1,400
205
$20K 0.01%
449
206
$20K 0.01%
390
207
$20K 0.01%
1,516
208
$20K 0.01%
400
209
$19K 0.01%
762
210
$18K 0.01%
400
211
$18K 0.01%
84
212
$18K 0.01%
320
213
$18K 0.01%
576
214
$18K 0.01%
196
215
$17K 0.01%
612
216
$17K 0.01%
100
217
$17K 0.01%
250
218
$17K 0.01%
250
219
$17K 0.01%
61
220
$17K 0.01%
200
221
$17K 0.01%
125
222
$16K 0.01%
214
223
$16K 0.01%
58
224
$16K 0.01%
114
225
$16K 0.01%
288
7 8
9
10 11