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
$725M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.27M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.9M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$5.01M

Top Sells

1
+$79M
2
+$2.72M
3
+$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
NFLX icon
Netflix
NFLX
+$933K

Sector Composition

1 Technology 25.92%
2 Financials 22.73%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.5T
$618K 0.09%
2,383
+439
CRWD icon
52
CrowdStrike
CRWD
$133B
$480K 0.07%
1,360
-25
DE icon
53
Deere & Co
DE
$129B
$462K 0.06%
980
CRM icon
54
Salesforce
CRM
$243B
$459K 0.06%
1,709
-118
ALL icon
55
Allstate
ALL
$50.9B
$454K 0.06%
2,180
FSK icon
56
FS KKR Capital
FSK
$4.34B
$424K 0.06%
19,565
-4,077
BIL icon
57
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$401K 0.06%
4,371
-836
CORT icon
58
Corcept Therapeutics
CORT
$7.65B
$400K 0.06%
+3,500
XLU icon
59
Utilities Select Sector SPDR Fund
XLU
$22.5B
$386K 0.05%
4,898
+533
YUM icon
60
Yum! Brands
YUM
$39.7B
$381K 0.05%
2,421
BMY icon
61
Bristol-Myers Squibb
BMY
$88.3B
$351K 0.05%
5,760
KMB icon
62
Kimberly-Clark
KMB
$40B
$344K 0.05%
2,400
-12
VOO icon
63
Vanguard S&P 500 ETF
VOO
$780B
$344K 0.05%
669
-456
PFE icon
64
Pfizer
PFE
$141B
$322K 0.04%
12,697
+10
XLY icon
65
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$321K 0.04%
1,625
+468
CMCSA icon
66
Comcast
CMCSA
$109B
$316K 0.04%
8,564
-103
SDY icon
67
SPDR S&P Dividend ETF
SDY
$20.4B
$312K 0.04%
2,300
IVV icon
68
iShares Core S&P 500 ETF
IVV
$680B
$297K 0.04%
528
-1
XLK icon
69
Technology Select Sector SPDR Fund
XLK
$98.3B
$295K 0.04%
+1,430
LLY icon
70
Eli Lilly
LLY
$741B
$294K 0.04%
+355
VZ icon
71
Verizon
VZ
$165B
$289K 0.04%
6,379
-5,550
XLV icon
72
Health Care Select Sector SPDR Fund
XLV
$36.1B
$276K 0.04%
+1,889
TSM icon
73
TSMC
TSM
$1.55T
$254K 0.04%
1,524
+12
SPXL icon
74
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.05B
$245K 0.03%
+1,747
MS icon
75
Morgan Stanley
MS
$264B
$245K 0.03%
2,097
+5
1 2
3
4 5