IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Quarter Est. Return
1 Year Est. Return
+32.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$16.8M
3
+$13M
4
AXP icon
American Express
AXP
+$7.86M
5
AMZN icon
Amazon
AMZN
+$7.32M

Top Sells

1
+$12.1M
2
+$8.02M
3
+$1.91M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
51
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$452K 0.05%
5,447
-6,817
PFE icon
52
Pfizer
PFE
$142B
$446K 0.05%
18,384
+5,687
ALL icon
53
Allstate
ALL
$56.1B
$441K 0.05%
2,180
CB icon
54
Chubb
CB
$116B
$408K 0.05%
+1,405
XLU icon
55
Utilities Select Sector SPDR Fund
XLU
$21.8B
$400K 0.04%
4,898
RSG icon
56
Republic Services
RSG
$64.9B
$399K 0.04%
+1,616
ORCL icon
57
Oracle
ORCL
$635B
$398K 0.04%
1,822
+93
XLV icon
58
Health Care Select Sector SPDR Fund
XLV
$37.4B
$389K 0.04%
2,889
+1,000
VOO icon
59
Vanguard S&P 500 ETF
VOO
$765B
$382K 0.04%
671
+2
XLK icon
60
Technology Select Sector SPDR Fund
XLK
$94.7B
$362K 0.04%
1,430
YUM icon
61
Yum! Brands
YUM
$41.4B
$359K 0.04%
2,421
TSM icon
62
TSMC
TSM
$1.48T
$357K 0.04%
1,571
+47
MS icon
63
Morgan Stanley
MS
$260B
$331K 0.04%
2,351
+254
SGOL icon
64
abrdn Physical Gold Shares ETF
SGOL
$6.61B
$321K 0.04%
10,178
+2,850
KMB icon
65
Kimberly-Clark
KMB
$34.5B
$312K 0.03%
2,400
LLY icon
66
Eli Lilly
LLY
$918B
$311K 0.03%
399
+44
CMCSA icon
67
Comcast
CMCSA
$100B
$306K 0.03%
8,561
-3
GEV icon
68
GE Vernova
GEV
$157B
$291K 0.03%
+549
BMY icon
69
Bristol-Myers Squibb
BMY
$95B
$267K 0.03%
5,760
IVV icon
70
iShares Core S&P 500 ETF
IVV
$667B
$260K 0.03%
419
-109
CRM icon
71
Salesforce
CRM
$232B
$259K 0.03%
950
-759
CORT icon
72
Corcept Therapeutics
CORT
$7.95B
$257K 0.03%
3,500
BAC icon
73
Bank of America
BAC
$384B
$254K 0.03%
+5,361
FNV icon
74
Franco-Nevada
FNV
$38B
$236K 0.03%
1,437
-40
FCX icon
75
Freeport-McMoran
FCX
$57.7B
$235K 0.03%
5,426
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3
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