IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$15.3M
3
+$10.9M
4
AXP icon
American Express
AXP
+$6.94M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.69M

Top Sells

1
+$10.2M
2
+$8.02M
3
+$1.76M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.31%
9,995
-1,123
27
$2.29M 0.26%
5,894
+1,406
28
$2.28M 0.25%
17,124
+8,500
29
$2.26M 0.25%
14,166
-2,221
30
$2.16M 0.24%
6,061
+50
31
$2.09M 0.23%
4,762
-166
32
$1.73M 0.19%
29,384
+10,805
33
$1.69M 0.19%
1,702
+64
34
$1.62M 0.18%
2,885
-580
35
$1.06M 0.12%
9,334
+1,217
36
$1.02M 0.11%
5,200
37
$993K 0.11%
9,214
+409
38
$987K 0.11%
3,107
+724
39
$944K 0.11%
2,574
-1,450
40
$943K 0.11%
3,383
+212
41
$861K 0.1%
2,946
-525
42
$806K 0.09%
6,105
-2,379
43
$770K 0.09%
5,380
+617
44
$729K 0.08%
1
45
$715K 0.08%
2,468
-572
46
$680K 0.08%
2,230
-228
47
$637K 0.07%
7,964
-7
48
$581K 0.06%
5,350
+2,100
49
$543K 0.06%
4,000
+1,700
50
$513K 0.06%
1,005
+25
1
2
3 4 5