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
$118M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$367K
3
+$302K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$271K

Top Sells

1
+$1.63M
2
+$372K
3
+$224K
4
AMAT icon
Applied Materials
AMAT
+$208K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$168K

Sector Composition

1 Healthcare 28.84%
2 Financials 23.15%
3 Industrials 12.45%
4 Communication Services 9.91%
5 Technology 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 0.68%
5,081
27
$710K 0.6%
11,711
-714
28
$556K 0.47%
18,919
-347
29
$479K 0.41%
5,724
30
$469K 0.4%
3,750
31
$405K 0.34%
3,375
32
$404K 0.34%
3,477
-136
33
$382K 0.32%
5,913
34
$369K 0.31%
4,312
-1,775
35
$367K 0.31%
+3,889
36
$357K 0.3%
4,320
-2,027
37
$355K 0.3%
12,105
38
$343K 0.29%
4,536
39
$317K 0.27%
9,223
-693
40
$300K 0.25%
2,425
41
$286K 0.24%
4,262
42
$284K 0.24%
3,480
43
$218K 0.18%
1,402
-250
44
$217K 0.18%
4,134
-1
45
$208K 0.18%
+2,819
46
$141K 0.12%
+3,200
47
– –
0
48
$44K 0.04%
+10,778
49
$22K 0.02%
+5
50
– –
-4,000
1
2
3