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
$271M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.56M
3
+$3.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$562K

Top Sells

1
+$1M
2
+$928K
3
+$766K
4
FNV icon
Franco-Nevada
FNV
+$607K
5
EMR icon
Emerson Electric
EMR
+$586K

Sector Composition

1 Financials 23.15%
2 Technology 16.98%
3 Communication Services 15.7%
4 Healthcare 12.93%
5 Consumer Discretionary 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.57%
4,306
+2
27
$1.47M 0.54%
8,256
-360
28
$1.25M 0.46%
4,700
+928
29
$1.17M 0.43%
8,116
-1
30
$1.07M 0.39%
11,006
-3,174
31
$1.07M 0.39%
2,289
+239
32
$1.04M 0.38%
4,838
+195
33
$1.01M 0.37%
31,500
-500
34
$826K 0.3%
10,714
+842
35
$816K 0.3%
22,182
-113
36
$763K 0.28%
4,194
+1
37
$741K 0.27%
3,526
+676
38
$721K 0.27%
1,915
39
$720K 0.27%
6,000
40
$672K 0.25%
24,563
-6,640
41
$663K 0.24%
40,052
+31,544
42
$639K 0.24%
8,187
+9
43
$609K 0.22%
5,400
+972
44
$600K 0.22%
2,565
45
$593K 0.22%
1,727
-9
46
$580K 0.21%
15,390
-307
47
$562K 0.21%
+8,868
48
$526K 0.19%
12,030
49
$522K 0.19%
7,728
50
$485K 0.18%
+14,353
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2
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