IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$16.8M
3
+$13M
4
AXP icon
American Express
AXP
+$7.86M
5
AMZN icon
Amazon
AMZN
+$7.32M

Top Sells

1
+$12.1M
2
+$8.02M
3
+$1.91M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.71T
$2.76M 0.31%
9,995
-1,123
CAT icon
27
Caterpillar
CAT
$247B
$2.29M 0.26%
5,894
+1,406
EMR icon
28
Emerson Electric
EMR
$75.7B
$2.28M 0.25%
17,124
+8,500
PG icon
29
Procter & Gamble
PG
$355B
$2.26M 0.25%
14,166
-2,221
ETN icon
30
Eaton
ETN
$148B
$2.16M 0.24%
6,061
+50
VUG icon
31
Vanguard Growth ETF
VUG
$203B
$2.09M 0.23%
4,762
-166
VGSH icon
32
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$1.73M 0.19%
29,384
+10,805
COST icon
33
Costco
COST
$412B
$1.69M 0.19%
1,702
+64
MA icon
34
Mastercard
MA
$517B
$1.62M 0.18%
2,885
-580
PPG icon
35
PPG Industries
PPG
$23.8B
$1.06M 0.12%
9,334
+1,217
VBR icon
36
Vanguard Small-Cap Value ETF
VBR
$31.7B
$1.02M 0.11%
5,200
XOM icon
37
Exxon Mobil
XOM
$494B
$993K 0.11%
9,214
+409
TSLA icon
38
Tesla
TSLA
$1.5T
$987K 0.11%
3,107
+724
HD icon
39
Home Depot
HD
$383B
$944K 0.11%
2,574
-1,450
SMH icon
40
VanEck Semiconductor ETF
SMH
$36.6B
$943K 0.11%
3,383
+212
MCD icon
41
McDonald's
MCD
$221B
$861K 0.1%
2,946
-525
PEP icon
42
PepsiCo
PEP
$209B
$806K 0.09%
6,105
-2,379
CVX icon
43
Chevron
CVX
$313B
$770K 0.09%
5,380
+617
BRK.A icon
44
Berkshire Hathaway Class A
BRK.A
$1.05T
$729K 0.08%
1
JPM icon
45
JPMorgan Chase
JPM
$828B
$715K 0.08%
2,468
-572
GLD icon
46
SPDR Gold Trust
GLD
$127B
$680K 0.08%
2,230
-228
MRK icon
47
Merck
MRK
$220B
$637K 0.07%
7,964
-7
XLY icon
48
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$581K 0.06%
2,675
+1,050
SDY icon
49
SPDR S&P Dividend ETF
SDY
$20.4B
$543K 0.06%
4,000
+1,700
DE icon
50
Deere & Co
DE
$129B
$513K 0.06%
1,005
+25
1
2
3 4 5