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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.39M
3
+$2.12M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.28M

Top Sells

1
+$2.86M
2
+$478K
3
+$350K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$263K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.42%
28,345
+3,155
27
$1.49M 0.4%
3,479
-121
28
$1.41M 0.38%
2,462
+113
29
$1.36M 0.37%
3,913
-104
30
$1.31M 0.35%
31,500
-1
31
$1.19M 0.32%
54,126
-400
32
$1.16M 0.31%
8,117
33
$965K 0.26%
22,633
+246
34
$895K 0.24%
6,000
35
$845K 0.23%
9,000
36
$841K 0.23%
16,657
+170
37
$809K 0.22%
42,213
+38,019
38
$793K 0.22%
1,765
+567
39
$752K 0.2%
7,974
-1,596
40
$741K 0.2%
7,286
+4,066
41
$732K 0.2%
14,201
-185
42
$712K 0.19%
3,200
+7
43
$695K 0.19%
2,559
-12
44
$594K 0.16%
3,621
+50
45
$594K 0.16%
2,280
+15
46
$588K 0.16%
13,327
+3,685
47
$587K 0.16%
7,820
+38
48
$581K 0.16%
3,435
-886
49
$580K 0.16%
7,122
-116
50
$578K 0.16%
818
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