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
$271M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.56M
3
+$3.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$562K

Top Sells

1
+$1M
2
+$928K
3
+$766K
4
FNV icon
Franco-Nevada
FNV
+$607K
5
EMR icon
Emerson Electric
EMR
+$586K

Sector Composition

1 Financials 23.15%
2 Technology 16.98%
3 Communication Services 15.7%
4 Healthcare 12.93%
5 Consumer Discretionary 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.18%
5,923
52
$459K 0.17%
3,663
-4,845
53
$455K 0.17%
9,138
54
$453K 0.17%
1,792
55
$451K 0.17%
818
56
$441K 0.16%
4,912
-3,229
57
$420K 0.15%
1,621
+821
58
$417K 0.15%
+4,547
59
$417K 0.15%
2,050
-312
60
$406K 0.15%
3,197
+311
61
$389K 0.14%
7,635
-250
62
$382K 0.14%
8,105
63
$377K 0.14%
6,876
64
$362K 0.13%
3,895
+2
65
$357K 0.13%
5,760
66
$332K 0.12%
2,008
+504
67
$323K 0.12%
2,400
68
$312K 0.12%
14,381
+291
69
$300K 0.11%
4,994
-1,370
70
$292K 0.11%
827
-26
71
$278K 0.1%
2,569
72
$277K 0.1%
514
73
$273K 0.1%
1,551
-43
74
$270K 0.1%
+1,278
75
$269K 0.1%
+9,642
1 2
3
4 5