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
$133M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.43M
3
+$693K
4
BFH icon
Bread Financial
BFH
+$570K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$562K

Top Sells

1
+$355K
2
+$347K
3
+$296K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$285K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$241K

Sector Composition

1 Financials 27.03%
2 Healthcare 17.82%
3 Communication Services 16.03%
4 Technology 10.41%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.18%
4,750
-3,000
52
$239K 0.18%
2,842
53
$201K 0.15%
3,610
-1,147
54
$198K 0.15%
25,870
-3,150
55
$183K 0.14%
8,830
+321
56
$133K 0.1%
10,422
57
$59K 0.04%
17,090
58
$17K 0.01%
124
+10
59
$6K ﹤0.01%
140
-4,436
60
$3K ﹤0.01%
11,500
61
– –
-816
62
– –
-4,395
63
– –
-1,000
64
– –
-1,172
65
– –
-8,218
66
– –
-3,634
67
– –
-2,052
68
– –
0
69
– –
-3,371
70
– –
-593
71
– –
-1,680
72
– –
-14
73
– –
-7
74
– –
-360
75
– –
-1,639
1 2
3
4 5