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
$133M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.43M
3
+$693K
4
BFH icon
Bread Financial
BFH
+$570K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$562K

Top Sells

1
+$355K
2
+$347K
3
+$296K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$285K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
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
26
$831K 0.62%
3,614
-12
27
$705K 0.52%
6,900
-1,217
28
$634K 0.47%
4,993
+2
29
$616K 0.46%
14,879
+1,038
30
$570K 0.42%
+4,761
31
$562K 0.42%
+11,278
32
$556K 0.41%
6,428
+3
33
$544K 0.4%
11,803
-12
34
$469K 0.35%
4,245
-102
35
$458K 0.34%
6,288
-1,078
36
$412K 0.31%
6,000
37
$405K 0.3%
3,265
+740
38
$389K 0.29%
5,913
-43
39
$380K 0.28%
6,139
40
$364K 0.27%
3,350
-100
41
$356K 0.26%
11,472
-600
42
$329K 0.24%
4,825
-1,442
43
$310K 0.23%
3,369
44
$299K 0.22%
5,760
45
$281K 0.21%
1,584
+4
46
$278K 0.21%
5,474
-600
47
$273K 0.2%
2,400
48
$265K 0.2%
3,324
+440
49
$256K 0.19%
10,080
-1,950
50
$246K 0.18%
11,397
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