IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
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
MRK icon
51
Merck
MRK
$287B
$669K 0.07%
7,974
+10
OTIS icon
52
Otis Worldwide
OTIS
$32.1B
$607K 0.06%
+6,630
CRWD icon
53
CrowdStrike
CRWD
$112B
$604K 0.06%
+1,232
ORCL icon
54
Oracle
ORCL
$457B
$510K 0.05%
1,822
ALL icon
55
Allstate
ALL
$53.2B
$468K 0.05%
2,180
DE icon
56
Deere & Co
DE
$158B
$459K 0.05%
1,005
TSM icon
57
TSMC
TSM
$1.75T
$438K 0.05%
1,571
XLU icon
58
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$427K 0.04%
9,796
VOO icon
59
Vanguard S&P 500 ETF
VOO
$847B
$415K 0.04%
678
+7
XLK icon
60
State Street Technology Select Sector SPDR ETF
XLK
$87.1B
$403K 0.04%
2,860
BAC icon
61
Bank of America
BAC
$338B
$394K 0.04%
7,629
+2,268
XLY icon
62
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$390K 0.04%
3,250
-2,100
SDY icon
63
State Street SPDR S&P Dividend ETF
SDY
$21B
$375K 0.04%
2,678
-1,322
MS icon
64
Morgan Stanley
MS
$245B
$374K 0.04%
2,351
RSG icon
65
Republic Services
RSG
$69.7B
$372K 0.04%
1,616
SPXL icon
66
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.05B
$371K 0.04%
+1,747
YUM icon
67
Yum! Brands
YUM
$43.8B
$369K 0.04%
2,421
VCIT icon
68
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$341K 0.04%
4,059
-1,388
GE icon
69
GE Aerospace
GE
$322B
$331K 0.03%
+1,101
SGOL icon
70
abrdn Physical Gold Shares ETF
SGOL
$8.83B
$330K 0.03%
8,978
-1,200
ABBV icon
71
AbbVie
ABBV
$398B
$328K 0.03%
+1,413
PFE icon
72
Pfizer
PFE
$153B
$324K 0.03%
12,720
-5,664
FNV icon
73
Franco-Nevada
FNV
$50.8B
$319K 0.03%
1,437
CRM icon
74
Salesforce
CRM
$184B
$309K 0.03%
1,305
+355
GEV icon
75
GE Vernova
GEV
$224B
$306K 0.03%
499
-50
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3
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