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
126
$37K 0.02%
760
127
$37K 0.02%
186
128
$37K 0.02%
732
129
$36K 0.02%
7,676
130
$36K 0.02%
980
131
$35K 0.02%
320
132
$35K 0.02%
369
133
$34K 0.02%
965
134
$34K 0.02%
863
+3
135
$34K 0.02%
259
-160
136
$34K 0.02%
373
+3
137
$34K 0.02%
1,331
138
$33K 0.02%
536
+400
139
$33K 0.02%
1,440
140
$33K 0.02%
2,485
141
$33K 0.02%
2,254
+104
142
$33K 0.02%
2,011
143
$33K 0.02%
221
144
$32K 0.02%
+99
145
$32K 0.02%
+937
146
$32K 0.02%
611
147
$31K 0.02%
+481
148
$31K 0.02%
641
-344
149
$31K 0.02%
256
150
$31K 0.02%
420
4 5
6
7 8