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
$551M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.3M
3
+$11.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$544K

Top Sells

1
+$25.6M
2
+$11.3M
3
+$8.38M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.65M
5
HQY icon
HealthEquity
HQY
+$646K

Sector Composition

1 Technology 24.12%
2 Financials 22.64%
3 Communication Services 20.63%
4 Consumer Discretionary 11.1%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.1%
1,927
-95
52
$578K 0.1%
30,370
-6,273
53
$568K 0.1%
4,092
+10
54
$507K 0.09%
11,623
+400
55
$478K 0.09%
833
-276
56
$399K 0.07%
980
57
$393K 0.07%
1,230
58
$387K 0.07%
806
+79
59
$386K 0.07%
2,234
+302
60
$383K 0.07%
1,851
-156
61
$382K 0.07%
9,096
+68
62
$359K 0.06%
8,050
+24
63
$354K 0.06%
2,543
-49
64
$353K 0.06%
12,759
+10
65
$346K 0.06%
7,281
+1,400
66
$336K 0.06%
2,500
-1,000
67
$331K 0.06%
6,577
-32,730
68
$315K 0.06%
8,030
69
$314K 0.06%
5,896
-80
70
$309K 0.06%
2,400
71
$307K 0.05%
2,410
+214
72
$301K 0.05%
2,300
-165
73
$295K 0.05%
75,016
74
$293K 0.05%
2,421
-313
75
$288K 0.05%
4,434
1 2
3
4