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
$977M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.7M
3
+$1.56M
4
UBER icon
Uber
UBER
+$1.11M
5
ANGX
Angel Studios
ANGX
+$971K

Top Sells

1
+$7.52M
2
+$6.21M
3
+$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$1.56M

Sector Composition

1 Technology 28.52%
2 Communication Services 21.19%
3 Financials 19.19%
4 Consumer Discretionary 9.65%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$337B
$675K 0.07%
1,961
-324
HQY icon
52
HealthEquity
HQY
$6.56B
$637K 0.07%
6,949
-2,097
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$627K 0.06%
+7,867
CRWD icon
54
CrowdStrike
CRWD
$112B
$597K 0.06%
1,274
+42
OTIS icon
55
Otis Worldwide
OTIS
$32.1B
$579K 0.06%
6,630
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$87.1B
$538K 0.06%
3,736
+876
DE icon
57
Deere & Co
DE
$158B
$486K 0.05%
1,043
+38
TSM icon
58
TSMC
TSM
$1.75T
$475K 0.05%
1,564
-7
ALL icon
59
Allstate
ALL
$53.2B
$454K 0.05%
2,180
VOO icon
60
Vanguard S&P 500 ETF
VOO
$847B
$445K 0.05%
709
+31
BAC icon
61
Bank of America
BAC
$338B
$423K 0.04%
7,685
+56
IVV icon
62
iShares Core S&P 500 ETF
IVV
$724B
$422K 0.04%
616
+197
MS icon
63
Morgan Stanley
MS
$245B
$420K 0.04%
2,367
+16
XLU icon
64
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$410K 0.04%
9,595
-201
XLY icon
65
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$388K 0.04%
3,250
SDY icon
66
State Street SPDR S&P Dividend ETF
SDY
$21B
$373K 0.04%
2,678
SPXL icon
67
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.05B
$372K 0.04%
1,686
-61
ORCL icon
68
Oracle
ORCL
$457B
$359K 0.04%
1,842
+20
CRM icon
69
Salesforce
CRM
$184B
$358K 0.04%
1,353
+48
YUM icon
70
Yum! Brands
YUM
$43.8B
$332K 0.03%
2,192
-229
ABBV icon
71
AbbVie
ABBV
$398B
$327K 0.03%
1,430
+17
NEM icon
72
Newmont
NEM
$125B
$321K 0.03%
3,211
SGOL icon
73
abrdn Physical Gold Shares ETF
SGOL
$8.83B
$320K 0.03%
7,790
-1,188
BMY icon
74
Bristol-Myers Squibb
BMY
$120B
$312K 0.03%
5,791
+31
RSG icon
75
Republic Services
RSG
$69.7B
$310K 0.03%
1,462
-154
1 2
3
4 5