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
1
$26.2M 15.79%
97,506
+499
2
$16M 9.65%
752,829
+18,302
3
$14.9M 8.99%
707,652
+3,592
4
$9.85M 5.93%
140,057
-1,667
5
$9.52M 5.74%
250,885
-70
6
$9.4M 5.66%
385,649
+12,664
7
$7.2M 4.34%
340,748
+100,206
8
$6.88M 4.14%
324,752
+132,173
9
$6.86M 4.13%
279,603
+24,703
10
$6.53M 3.93%
84,995
+571
11
$4.65M 2.8%
186,361
+54,743
12
$4.44M 2.67%
178,114
+63,867
13
$2.68M 1.61%
10,048
-150
14
$2.68M 1.61%
106,775
-106,935
15
$2.53M 1.52%
119,780
-194,054
16
$2.12M 1.28%
17,315
-227
17
$2.06M 1.24%
18,055
-804
18
$1.98M 1.19%
12,693
+280
19
$1.87M 1.13%
49,143
-385
20
$1.85M 1.11%
174,096
-1,464
21
$1.77M 1.07%
46,484
-624
22
$1.75M 1.05%
69,770
-6,404
23
$1.55M 0.93%
87,321
+2,799
24
$1.45M 0.87%
26,532
-235
25
$1.41M 0.85%
29,819
+1,838
1
2 3 4 5