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
$153M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.96M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.72M

Top Sells

1
+$9.52M
2
+$5.35M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$748K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$404K

Sector Composition

1 Financials 23.73%
2 Healthcare 18.95%
3 Communication Services 15.35%
4 Industrials 11.03%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$886K 0.58%
+8,117
27
$761K 0.5%
4,991
-103
28
$621K 0.4%
11,815
+3,388
29
$611K 0.4%
6,425
+1,412
30
$579K 0.38%
13,841
+2,515
31
$533K 0.35%
6,267
+28
32
$507K 0.33%
4,347
+1,101
33
$499K 0.33%
+7,366
34
$434K 0.28%
+6,000
35
$422K 0.27%
3,450
-155
36
$409K 0.27%
6,139
+4,927
37
$380K 0.25%
5,956
+43
38
$378K 0.25%
12,072
+6,735
39
$366K 0.24%
+7,750
40
$355K 0.23%
8,385
-58,665
41
$347K 0.23%
3,540
-250
42
$340K 0.22%
6,074
+4,874
43
$318K 0.21%
29,020
+16,772
44
$303K 0.2%
5,760
+5,710
45
$300K 0.2%
3,369
46
$297K 0.19%
12,030
+11,970
47
$296K 0.19%
795
-43
48
$291K 0.19%
1,580
+1,003
49
$285K 0.19%
3,634
-365
50
$284K 0.19%
2,525
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