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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.39M
3
+$2.12M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.28M

Top Sells

1
+$2.86M
2
+$478K
3
+$350K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$263K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.15%
11,770
52
$569K 0.15%
5,529
-1,106
53
$555K 0.15%
+86
54
$553K 0.15%
3,383
-47
55
$553K 0.15%
+2,464
56
$488K 0.13%
2,303
-70
57
$478K 0.13%
1,209
-60
58
$476K 0.13%
5,923
59
$450K 0.12%
8,451
+25
60
$432K 0.12%
1,753
61
$428K 0.12%
3,300
-63
62
$411K 0.11%
+100
63
$387K 0.1%
+7,900
64
$386K 0.1%
18,803
-230
65
$350K 0.09%
5,917
-158
66
$342K 0.09%
1,458
67
$330K 0.09%
3,678
+1
68
$328K 0.09%
980
69
$325K 0.09%
533
-3
70
$319K 0.09%
2,411
+11
71
$314K 0.09%
2,569
72
$313K 0.08%
1,510
73
$300K 0.08%
707
+7
74
$286K 0.08%
1,190
+367
75
$284K 0.08%
4,450
-240
1 2
3
4 5