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
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$369K
3
+$351K
4
META icon
Meta Platforms (Facebook)
META
+$345K
5
BA icon
Boeing
BA
+$281K

Top Sells

1
+$1.34M
2
+$892K
3
+$274K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.03%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$616K 0.45%
6,248
+3
27
$516K 0.38%
6,239
+951
28
$467K 0.34%
8,427
-4,938
29
$455K 0.33%
3,605
+155
30
$437K 0.32%
5,913
31
$418K 0.31%
5,013
+1,003
32
$394K 0.29%
3,695
+98
33
$390K 0.29%
11,326
+1,988
34
$360K 0.26%
12,260
-1,365
35
$353K 0.26%
3,246
36
$351K 0.26%
+3,790
37
$300K 0.22%
2,525
+100
38
$286K 0.21%
3,999
+635
39
$281K 0.21%
+838
40
$264K 0.19%
3,369
-111
41
$258K 0.19%
3,284
-17,119
42
$247K 0.18%
+4,757
43
$236K 0.17%
1,376
44
$235K 0.17%
2,819
45
$210K 0.15%
4,157
46
$200K 0.15%
+512
47
$193K 0.14%
+3,840
48
$193K 0.14%
7,965
-3,478
49
$162K 0.12%
+3,500
50
$159K 0.12%
+4,000
1
2
3 4 5