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
$153M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.96M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.72M

Top Sells

1
+$9.52M
2
+$5.35M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$748K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$404K

Sector Composition

1 Financials 23.73%
2 Healthcare 18.95%
3 Communication Services 15.35%
4 Industrials 11.03%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.18%
2,884
-811
52
$266K 0.17%
+2,400
53
$263K 0.17%
11,397
+3,432
54
$250K 0.16%
4,757
55
$241K 0.16%
2,052
56
$239K 0.16%
2,842
+23
57
$235K 0.15%
4,395
+2,978
58
$227K 0.15%
+8,218
59
$223K 0.15%
+4,576
60
$223K 0.15%
3,117
-74,790
61
$214K 0.14%
5,913
+2,966
62
$214K 0.14%
8,509
-3,751
63
$212K 0.14%
1,410
+535
64
$188K 0.12%
+4,800
65
$169K 0.11%
+3,000
66
$164K 0.11%
+1,854
67
$161K 0.1%
3,200
-640
68
$159K 0.1%
4,000
69
$154K 0.1%
+3,574
70
$152K 0.1%
4,157
71
$151K 0.1%
916
-460
72
$148K 0.1%
5,612
73
$147K 0.1%
512
74
$141K 0.09%
1,535
+716
75
$137K 0.09%
1,073
+506
1 2
3
4 5