We are live on ! Find out more
IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$1.8M
3
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

1
+$17.9M
2
+$2.19M
3
+$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

1 Technology 30.74%
2 Communication Services 20.89%
3 Financials 19.54%
4 Consumer Discretionary 9.45%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.07%
7,974
+10
52
$607K 0.06%
+6,630
53
$604K 0.06%
+1,232
54
$510K 0.05%
1,822
55
$468K 0.05%
2,180
56
$459K 0.05%
1,005
57
$438K 0.05%
1,571
58
$427K 0.04%
9,796
59
$415K 0.04%
678
+7
60
$403K 0.04%
2,860
61
$394K 0.04%
7,629
+2,268
62
$390K 0.04%
3,250
-2,100
63
$375K 0.04%
2,678
-1,322
64
$374K 0.04%
2,351
65
$372K 0.04%
1,616
66
$371K 0.04%
+1,747
67
$369K 0.04%
2,421
68
$341K 0.04%
4,059
-1,388
69
$331K 0.03%
+1,101
70
$330K 0.03%
8,978
-1,200
71
$328K 0.03%
+1,413
72
$324K 0.03%
12,720
-5,664
73
$319K 0.03%
1,437
74
$309K 0.03%
1,305
+355
75
$306K 0.03%
499
-50
1 2
3
4 5