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
201
$17K 0.01%
3,554
-450
202
$16K 0.01%
150
203
$16K 0.01%
+84
204
$16K 0.01%
376
205
$16K 0.01%
576
206
$16K 0.01%
+92
207
$15K 0.01%
250
208
$15K 0.01%
250
209
$15K 0.01%
400
210
$15K 0.01%
304
-44
211
$15K 0.01%
+320
212
$15K 0.01%
196
-65
213
$15K 0.01%
208
214
$15K 0.01%
200
215
$14K 0.01%
125
-67
216
$14K 0.01%
250
217
$14K 0.01%
288
+20
218
$14K 0.01%
+155
219
$13K 0.01%
200
220
$13K 0.01%
58
221
$13K 0.01%
134
222
$13K 0.01%
250
223
$12K 0.01%
+96
224
$12K 0.01%
89
225
$12K 0.01%
61
7 8
9
10 11