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
$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
301
$5K ﹤0.01%
+384
302
$5K ﹤0.01%
128
303
$5K ﹤0.01%
200
304
$5K ﹤0.01%
90
305
$5K ﹤0.01%
342
306
$5K ﹤0.01%
75
307
$5K ﹤0.01%
200
308
$5K ﹤0.01%
84
309
$4K ﹤0.01%
+5
310
$4K ﹤0.01%
150
311
$4K ﹤0.01%
133
312
$4K ﹤0.01%
81
313
$4K ﹤0.01%
120
314
$4K ﹤0.01%
100
315
$4K ﹤0.01%
+172
316
$4K ﹤0.01%
100
317
$4K ﹤0.01%
36
318
$4K ﹤0.01%
9
319
$4K ﹤0.01%
69
320
$4K ﹤0.01%
300
321
$3K ﹤0.01%
15
322
$3K ﹤0.01%
26
323
$3K ﹤0.01%
30
324
$3K ﹤0.01%
173
+4
325
$3K ﹤0.01%
33
11 12
13
14 15