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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$4.73M
3
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

1
+$2.92M
2
+$2.33M
3
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
51
Snowflake
SNOW
$82.6B
$681K 0.07%
4,516
-1,657
VCSH icon
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$661K 0.07%
8,338
+471
GLD icon
53
SPDR Gold Trust
GLD
$135B
$625K 0.07%
1,452
-695
DE icon
54
Deere & Co
DE
$152B
$580K 0.06%
1,030
-13
FCX icon
55
Freeport-McMoran
FCX
$92.7B
$559K 0.06%
9,514
+4,588
ASML icon
56
ASML
ASML
$705B
$526K 0.06%
398
+209
OTIS icon
57
Otis Worldwide
OTIS
$26.7B
$511K 0.05%
6,630
ANGX
58
Angel Studios
ANGX
$533M
$500K 0.05%
163,926
XLK icon
59
State Street Technology Select Sector SPDR ETF
XLK
$117B
$490K 0.05%
3,686
-50
BAC icon
60
Bank of America
BAC
$388B
$455K 0.05%
9,334
+1,649
HQY icon
61
HealthEquity
HQY
$7.35B
$452K 0.05%
5,413
-1,536
ALL icon
62
Allstate
ALL
$56.9B
$452K 0.05%
2,180
VOO icon
63
Vanguard S&P 500 ETF
VOO
$961B
$430K 0.05%
719
+10
XLU icon
64
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$425K 0.04%
9,269
-326
BP icon
65
BP
BP
$113B
$419K 0.04%
+8,909
IVV icon
66
iShares Core S&P 500 ETF
IVV
$824B
$413K 0.04%
632
+16
CRWD icon
67
CrowdStrike
CRWD
$176B
$411K 0.04%
1,052
-222
SDY icon
68
State Street SPDR S&P Dividend ETF
SDY
$21.3B
$391K 0.04%
2,678
XLY icon
69
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
$354K 0.04%
3,250
BMY icon
70
Bristol-Myers Squibb
BMY
$116B
$349K 0.04%
5,760
-31
YUM icon
71
Yum! Brands
YUM
$42.1B
$341K 0.04%
2,192
NEM icon
72
Newmont
NEM
$101B
$331K 0.04%
3,062
-149
ABBV icon
73
AbbVie
ABBV
$399B
$325K 0.03%
1,493
+63
RSG icon
74
Republic Services
RSG
$65.1B
$320K 0.03%
1,462
FNV icon
75
Franco-Nevada
FNV
$39.9B
$318K 0.03%
1,287
-150
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3
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