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
176
$21K 0.01%
+452
177
$21K 0.01%
1,753
178
$21K 0.01%
+125
179
$20K 0.01%
214
180
$20K 0.01%
800
181
$20K 0.01%
65
182
$20K 0.01%
725
183
$20K 0.01%
1,100
184
$20K 0.01%
+1,000
185
$19K 0.01%
11
186
$19K 0.01%
320
+260
187
$19K 0.01%
390
188
$19K 0.01%
280
189
$19K 0.01%
200
190
$18K 0.01%
+114
191
$18K 0.01%
666
192
$18K 0.01%
1,516
+516
193
$18K 0.01%
523
194
$18K 0.01%
786
-247
195
$18K 0.01%
200
196
$18K 0.01%
1
197
$17K 0.01%
1,400
198
$17K 0.01%
467
199
$17K 0.01%
223
200
$17K 0.01%
140
+1
6 7
8
9 10