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
$352M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.22M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$5.48M
2
+$4.62M
3
+$1.29M
4
DG icon
Dollar General
DG
+$639K
5
GLD icon
SPDR Gold Trust
GLD
+$623K

Sector Composition

1 Financials 21.81%
2 Technology 18.15%
3 Communication Services 17.74%
4 Consumer Discretionary 12.74%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.4%
25,190
+8,876
27
$1.4M 0.39%
4,896
+1,636
28
$1.38M 0.39%
8,117
29
$1.23M 0.34%
31,501
30
$1.19M 0.33%
2,349
-73
31
$1.17M 0.33%
54,526
-3,944
32
$1.12M 0.31%
223,440
+2,600
33
$1.01M 0.29%
20,108
+11,343
34
$912K 0.26%
4,194
35
$909K 0.26%
9,570
-870
36
$889K 0.25%
6,000
37
$876K 0.25%
9,000
38
$876K 0.25%
22,387
-508
39
$849K 0.24%
16,487
+1,857
40
$843K 0.24%
4,321
+1,519
41
$746K 0.21%
3,193
+97
42
$699K 0.2%
14,386
-453
43
$660K 0.19%
2,265
+47
44
$628K 0.18%
2,571
+1,241
45
$624K 0.18%
6,635
+836
46
$612K 0.17%
7,782
-375
47
$591K 0.17%
3,571
-3,762
48
$591K 0.17%
7,238
-220
49
$586K 0.16%
+425
50
$574K 0.16%
1,926
+320
1
2
3 4 5