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
$107M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.56M
2 +$530K
3 +$527K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$303K

Sector Composition

1 Healthcare 31.81%
2 Financials 23.02%
3 Industrials 12.11%
4 Communication Services 10.04%
5 Technology 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,787
52
-8,104