IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.21M
3
+$1.02M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$727K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$704K

Top Sells

1
+$1.67M
2
+$671K
3
+$430K
4
PPBI
Pacific Premier Bancorp
PPBI
+$398K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$340K

Sector Composition

1 Industrials 0.84%
2 Consumer Discretionary 0.75%
3 Technology 0.73%
4 Healthcare 0.51%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K ﹤0.01%
+57
277
$7K ﹤0.01%
265
278
$7K ﹤0.01%
115
279
$6K ﹤0.01%
120
280
$6K ﹤0.01%
25
281
$6K ﹤0.01%
66
282
$6K ﹤0.01%
260
283
$6K ﹤0.01%
125
284
$6K ﹤0.01%
130
285
$6K ﹤0.01%
177
286
$6K ﹤0.01%
52
287
$6K ﹤0.01%
151
-235
288
$6K ﹤0.01%
1,500
289
$6K ﹤0.01%
400
290
$6K ﹤0.01%
110
291
$6K ﹤0.01%
79
+29
292
$6K ﹤0.01%
50
293
$6K ﹤0.01%
320
294
$6K ﹤0.01%
44
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
159
-300
297
$5K ﹤0.01%
+32
298
$5K ﹤0.01%
180
299
$5K ﹤0.01%
58
-200
300
$5K ﹤0.01%
110
10 11
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