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
$551M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.3M
3
+$11.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$544K

Top Sells

1
+$25.6M
2
+$11.3M
3
+$8.38M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.65M
5
HQY icon
HealthEquity
HQY
+$646K

Sector Composition

1 Technology 24.12%
2 Financials 22.64%
3 Communication Services 20.63%
4 Consumer Discretionary 11.1%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.34%
6,023
+23
27
$1.88M 0.33%
11,666
+105
28
$1.79M 0.32%
3,732
-111
29
$1.72M 0.31%
4,579
+28
30
$1.61M 0.29%
4,666
+32
31
$1.59M 0.28%
4,350
+4
32
$1.27M 0.23%
22,017
+4,528
33
$1.24M 0.22%
32,925
-680,187
34
$1.17M 0.21%
1,618
-22
35
$1.16M 0.21%
8,120
-3
36
$1.16M 0.21%
31,126
37
$1.07M 0.19%
8,211
-177
38
$1.04M 0.18%
8,919
+155
39
$1.03M 0.18%
2,316
-122
40
$987K 0.18%
5,171
-486
41
$982K 0.17%
8,624
-563
42
$976K 0.17%
23,335
-11,869
43
$912K 0.16%
5,748
-52
44
$856K 0.15%
14,752
+7,493
45
$798K 0.14%
13,721
+11
46
$690K 0.12%
818
47
$690K 0.12%
5,668
-93,080
48
$678K 0.12%
6,858
-15
49
$634K 0.11%
3,174
+66
50
$588K 0.1%
3,229
+19
1
2
3 4