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
$165M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.46M
3
+$1.72M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Top Sells

1
+$2.58M
2
+$1.51M
3
+$1.23M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.23M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$594K

Sector Composition

1 Financials 25.83%
2 Communication Services 15.95%
3 Healthcare 15.85%
4 Technology 11.5%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.18%
1,716
+90
52
$294K 0.18%
2,842
53
$292K 0.18%
5,760
54
$291K 0.18%
2,569
55
$256K 0.16%
10,987
-6,345
56
$248K 0.15%
+4,095
57
$247K 0.15%
+2,829
58
$227K 0.14%
818
59
$225K 0.14%
+4,800
60
$221K 0.13%
3,000
61
$214K 0.13%
3,310
-1,147
62
$211K 0.13%
1,944
63
$202K 0.12%
+4,000
64
$202K 0.12%
4,121
+55
65
$201K 0.12%
+1,854
66
$178K 0.11%
25,870
67
$110K 0.07%
12,036
68
$49K 0.03%
+14,641
69
– –
-17,090
70
– –
-11,739
71
– –
-10,422
72
– –
-11,655
73
– –
-35,607
74
– –
-5,433
1 2
3