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
$437M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.37M
3
+$815K
4
META icon
Meta Platforms (Facebook)
META
+$623K
5
RTX icon
RTX Corp
RTX
+$613K

Top Sells

1
+$584K
2
+$542K
3
+$526K
4
MSFT icon
Microsoft
MSFT
+$460K
5
JNJ icon
Johnson & Johnson
JNJ
+$403K

Sector Composition

1 Financials 26.54%
2 Technology 22.38%
3 Communication Services 19.83%
4 Consumer Discretionary 10.35%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.38%
11,187
-16
27
$1.5M 0.34%
3,744
-1
28
$1.39M 0.31%
5,099
-84
29
$1.37M 0.31%
4,509
-118
30
$1.33M 0.3%
40,734
-9,326
31
$1.29M 0.29%
6,000
32
$1.16M 0.26%
4,211
+3
33
$1.06M 0.24%
31,126
34
$1.06M 0.24%
8,126
+9
35
$1.02M 0.23%
8,554
+335
36
$983K 0.22%
5,820
+362
37
$921K 0.21%
1,620
+3
38
$905K 0.2%
5,657
39
$885K 0.2%
2,473
-229
40
$862K 0.19%
9,020
+20
41
$855K 0.19%
8,200
-60
42
$796K 0.18%
40,023
+12
43
$752K 0.17%
13,732
44
$719K 0.16%
1,429
-581
45
$547K 0.12%
6,864
46
$481K 0.11%
8,355
-6,034
47
$450K 0.1%
818
48
$424K 0.1%
12,794
+7
49
$421K 0.09%
11,223
50
$420K 0.09%
2,851
-376
1
2
3 4