IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.74M
3
+$747K
4
BAC icon
Bank of America
BAC
+$646K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$564K

Top Sells

1
+$355K
2
+$347K
3
+$296K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$285K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$241K

Sector Composition

1 Financials 27.03%
2 Healthcare 17.82%
3 Communication Services 16.03%
4 Technology 10.41%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-713
227
– –
-85
228
– –
-1,073
229
– –
-78
6 7 8 9
10