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
326
$3K ﹤0.01%
26
327
$3K ﹤0.01%
30
328
$3K ﹤0.01%
173
+4
329
$3K ﹤0.01%
33
330
$2K ﹤0.01%
30
331
$2K ﹤0.01%
50
332
$2K ﹤0.01%
90
333
$2K ﹤0.01%
36
334
$2K ﹤0.01%
75
335
$2K ﹤0.01%
279
336
$2K ﹤0.01%
15
337
$2K ﹤0.01%
249
338
$2K ﹤0.01%
204
339
$2K ﹤0.01%
65
340
$2K ﹤0.01%
25
341
$2K ﹤0.01%
100
342
$2K ﹤0.01%
53
343
$2K ﹤0.01%
34
344
$2K ﹤0.01%
33
345
$2K ﹤0.01%
24
346
$2K ﹤0.01%
186
347
$2K ﹤0.01%
105
348
$2K ﹤0.01%
556
349
$1K ﹤0.01%
10
350
$1K ﹤0.01%
39
12 13
14
15 16