IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.27M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.9M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$5.01M

Top Sells

1
+$79M
2
+$2.72M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
NFLX icon
Netflix
NFLX
+$933K

Sector Composition

1 Technology 25.92%
2 Financials 22.73%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.26%
3,465
-151
27
$1.86M 0.26%
11,118
-168
28
$1.83M 0.25%
4,928
+245
29
$1.63M 0.23%
6,011
+9
30
$1.57M 0.22%
17,723
-6,165
31
$1.55M 0.21%
1,638
-14
32
$1.48M 0.2%
4,488
+150
33
$1.47M 0.2%
4,024
-586
34
$1.34M 0.18%
31,126
35
$1.27M 0.18%
8,484
-3,864
36
$1.09M 0.15%
18,579
-33,226
37
$1.08M 0.15%
3,471
-2,422
38
$1.05M 0.14%
8,805
-332
39
$1M 0.14%
12,264
-116
40
$969K 0.13%
5,200
41
$946K 0.13%
8,624
42
$888K 0.12%
8,117
43
$850K 0.12%
13,407
-94
44
$798K 0.11%
1
-99
45
$797K 0.11%
4,763
-495
46
$746K 0.1%
3,040
+19
47
$722K 0.1%
7,971
-271
48
$708K 0.1%
2,458
+310
49
$694K 0.1%
6,728
-21
50
$671K 0.09%
3,171
+333
1
2
3 4 5