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
$165M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.46M
3
+$1.72M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Top Sells

1
+$2.58M
2
+$1.51M
3
+$1.23M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.23M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$594K

Sector Composition

1 Financials 25.83%
2 Communication Services 15.95%
3 Healthcare 15.85%
4 Technology 11.5%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.68%
32,427
+251
27
$1.12M 0.68%
28,338
+723
28
$995K 0.6%
7,254
+51
29
$962K 0.58%
8,117
+1,217
30
$936K 0.57%
14,000
31
$777K 0.47%
27,299
+1,000
32
$703K 0.43%
8,592
33
$671K 0.41%
7,666
+3,253
34
$661K 0.4%
13,111
+1,768
35
$632K 0.38%
5,000
+3,000
36
$614K 0.37%
7,639
37
$596K 0.36%
4,290
+1,125
38
$586K 0.36%
23,949
+1,200
39
$546K 0.33%
16,020
+9,349
40
$499K 0.3%
6,000
41
$414K 0.25%
8,219
-1,864
42
$413K 0.25%
3,477
+1,477
43
$412K 0.25%
7,570
+52
44
$407K 0.25%
5,773
+2,093
45
$395K 0.24%
+7,660
46
$386K 0.23%
6,280
47
$364K 0.22%
+3,552
48
$342K 0.21%
1,592
+3
49
$341K 0.21%
2,400
50
$332K 0.2%
12,030
+1,950
1
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