IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
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
51
$618K 0.09%
2,383
+439
52
$480K 0.07%
1,360
-25
53
$462K 0.06%
980
54
$459K 0.06%
1,709
-118
55
$454K 0.06%
2,180
56
$424K 0.06%
19,565
-4,077
57
$401K 0.06%
4,371
-836
58
$400K 0.06%
+3,500
59
$386K 0.05%
9,796
+1,066
60
$381K 0.05%
2,421
61
$351K 0.05%
5,760
62
$344K 0.05%
2,400
-12
63
$344K 0.05%
669
-456
64
$322K 0.04%
12,697
+10
65
$321K 0.04%
3,250
+936
66
$316K 0.04%
8,564
-103
67
$312K 0.04%
2,300
68
$297K 0.04%
528
-1
69
$295K 0.04%
+2,860
70
$294K 0.04%
+355
71
$289K 0.04%
6,379
-5,550
72
$276K 0.04%
+1,889
73
$254K 0.04%
1,524
+12
74
$245K 0.03%
+1,747
75
$245K 0.03%
2,097
+5
1 2
3
4 5