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
$418M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.82M
3
+$5.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.25M
5
HQY icon
HealthEquity
HQY
+$2.15M

Top Sells

1
+$8.31M
2
+$7.41M
3
+$4.83M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.86M
5
ALTA
Altabancorp
ALTA
+$588K

Sector Composition

1 Financials 25.21%
2 Technology 21.57%
3 Communication Services 16.56%
4 Healthcare 9.72%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.35%
3,169
-310
27
$1.5M 0.35%
3,986
+73
28
$1.47M 0.34%
2,602
+837
29
$1.4M 0.33%
31,125
-375
30
$1.4M 0.33%
8,117
31
$1.32M 0.31%
16,236
-59,438
32
$1.27M 0.3%
23,011
+378
33
$1.12M 0.26%
52,090
-2,036
34
$1.06M 0.25%
+2,672
35
$1.03M 0.24%
6,042
+42
36
$921K 0.22%
4,213
-38,000
37
$892K 0.21%
7,306
+20
38
$875K 0.21%
9,000
39
$854K 0.2%
16,579
-78
40
$834K 0.2%
5,795
+266
41
$757K 0.18%
14,101
-100
42
$705K 0.17%
7,645
-329
43
$705K 0.17%
818
44
$680K 0.16%
2,771
+212
45
$661K 0.16%
1,508
+299
46
$627K 0.15%
3,435
47
$618K 0.15%
8,031
+211
48
$608K 0.14%
3,591
-30
49
$604K 0.14%
7,072
-50
50
$575K 0.13%
3,429
+46
1
2
3 4 5