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
$418M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.82M
3
+$5.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.25M
5
HQY icon
HealthEquity
HQY
+$2.15M

Top Sells

1
+$8.31M
2
+$7.41M
3
+$4.83M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.86M
5
ALTA
Altabancorp
ALTA
+$588K

Sector Composition

1 Financials 25.21%
2 Technology 21.57%
3 Communication Services 16.56%
4 Healthcare 9.72%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.13%
2,429
-35
52
$521K 0.12%
5,923
53
$519K 0.12%
19,665
-70,434
54
$511K 0.12%
9,651
+1,200
55
$497K 0.12%
7,551
+3,204
56
$493K 0.12%
2,110
-193
57
$468K 0.11%
2,459
+179
58
$465K 0.11%
100
59
$450K 0.11%
3,300
60
$440K 0.1%
+7,628
61
$420K 0.1%
1,107
+336
62
$395K 0.09%
11,150
+3,250
63
$374K 0.09%
1,442
-16
64
$367K 0.09%
5,917
65
$363K 0.09%
980
66
$360K 0.08%
1,732
+432
67
$352K 0.08%
2,569
68
$349K 0.08%
2,625
+387
69
$345K 0.08%
2,411
70
$343K 0.08%
2,854
-61,667
71
$337K 0.08%
3,530
+5
72
$334K 0.08%
1,779
+26
73
$329K 0.08%
3,659
-19
74
$325K 0.08%
707
75
$317K 0.07%
538
+5
1 2
3
4 5