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
151
$30K 0.02%
+262
152
$30K 0.02%
1,449
153
$29K 0.02%
150
154
$29K 0.02%
1,509
155
$27K 0.02%
606
156
$27K 0.02%
415
157
$26K 0.01%
600
158
$26K 0.01%
+843
159
$26K 0.01%
640
160
$25K 0.01%
+103
161
$25K 0.01%
2,983
+4
162
$25K 0.01%
705
+405
163
$25K 0.01%
95
164
$24K 0.01%
190
165
$23K 0.01%
103
166
$23K 0.01%
98
167
$22K 0.01%
707
168
$22K 0.01%
+1,585
169
$22K 0.01%
470
170
$22K 0.01%
725
171
$22K 0.01%
384
+1
172
$22K 0.01%
702
173
$21K 0.01%
226
174
$21K 0.01%
250
175
$21K 0.01%
+190
5 6
7
8 9