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
51
$164K 0.09%
3,960
52
$157K 0.09%
3,477
53
$147K 0.08%
2,985
-975
54
$146K 0.08%
1,144
55
$145K 0.08%
3,144
56
$143K 0.08%
1,566
57
$140K 0.08%
3,393
58
$135K 0.08%
864
59
$134K 0.08%
1,666
60
$132K 0.07%
1,002
-43
61
$132K 0.07%
+2,397
62
$130K 0.07%
1,277
+346
63
$130K 0.07%
3,404
+26
64
$128K 0.07%
+4,910
65
$126K 0.07%
5,279
66
$124K 0.07%
2,645
67
$119K 0.07%
2,300
+400
68
$118K 0.07%
619
+163
69
$107K 0.06%
2,668
70
$103K 0.06%
1,532
71
$97K 0.05%
2,349
+1,119
72
$97K 0.05%
11,256
+832
73
$97K 0.05%
5,874
+42
74
$89K 0.05%
827
75
$88K 0.05%
1,660
1 2
3
4 5