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
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$369K
3
+$351K
4
META icon
Meta Platforms (Facebook)
META
+$345K
5
BA icon
Boeing
BA
+$281K

Top Sells

1
+$1.34M
2
+$892K
3
+$274K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.03%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.11%
+5,337
52
$134K 0.1%
+2,061
53
$132K 0.1%
+3,197
54
$130K 0.1%
+5,612
55
$130K 0.1%
+3,371
56
$122K 0.09%
+875
57
$118K 0.09%
+1,163
58
$116K 0.09%
12,248
+200
59
$112K 0.08%
+782
60
$107K 0.08%
+2,480
61
$107K 0.08%
+549
62
$105K 0.08%
+2,052
63
$99K 0.07%
+4,229
64
$96K 0.07%
+2,947
65
$95K 0.07%
+2,080
66
$93K 0.07%
+1,897
67
$93K 0.07%
+704
68
$93K 0.07%
+482
69
$91K 0.07%
+1,167
70
$90K 0.07%
+577
71
$85K 0.06%
+501
72
$84K 0.06%
+1,212
73
– –
0
74
$76K 0.06%
+567
75
$73K 0.05%
+1,172
1 2
3
4 5