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
76
$85K 0.05%
1,502
77
$82K 0.05%
559
+199
78
$81K 0.05%
822
-251
79
$80K 0.04%
1,540
80
$79K 0.04%
1,270
81
$76K 0.04%
1,553
82
$75K 0.04%
200
83
$71K 0.04%
1,466
84
$70K 0.04%
731
+119
85
$69K 0.04%
2,658
+225
86
$69K 0.04%
412
87
$65K 0.04%
320
+21
88
$65K 0.04%
540
-34
89
$63K 0.04%
+982
90
$61K 0.03%
839
+5
91
$59K 0.03%
1,134
+559
92
$59K 0.03%
538
+261
93
$54K 0.03%
1,823
94
$52K 0.03%
1,602
95
$52K 0.03%
2,340
96
$51K 0.03%
1,039
-15
97
$50K 0.03%
425
98
$50K 0.03%
542
+342
99
$49K 0.03%
356
100
$49K 0.03%
286
+81
2 3
4
5 6