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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
$947M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$4.73M
3
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

1
+$2.92M
2
+$2.33M
3
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
76
Pfizer
PFE
$149B
$313K 0.03%
11,134
+11
VCIT icon
77
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$306K 0.03%
3,692
+50
GSK icon
78
GSK
GSK
$105B
$300K 0.03%
+5,429
CMI icon
79
Cummins
CMI
$88.6B
$295K 0.03%
548
-2
SRE icon
80
Sempra
SRE
$59.8B
$292K 0.03%
3,000
ISRG icon
81
Intuitive Surgical
ISRG
$145B
$291K 0.03%
+631
ORCL icon
82
Oracle
ORCL
$514B
$286K 0.03%
1,944
+102
GEV icon
83
GE Vernova
GEV
$243B
$274K 0.03%
314
XLV icon
84
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
$274K 0.03%
1,869
-20
PH icon
85
Parker-Hannifin
PH
$112B
$270K 0.03%
302
-3
GS icon
86
Goldman Sachs
GS
$299B
$270K 0.03%
+319
VRT icon
87
Vertiv
VRT
$112B
$269K 0.03%
+1,073
T icon
88
AT&T
T
$161B
$265K 0.03%
9,155
-83
TEL icon
89
TE Connectivity
TEL
$59.3B
$261K 0.03%
1,250
-6
CMCSA icon
90
Comcast
CMCSA
$85.7B
$261K 0.03%
9,092
+136
GE icon
91
GE Aerospace
GE
$338B
$261K 0.03%
919
-6
CB icon
92
Chubb
CB
$128B
$255K 0.03%
781
-9
HWC icon
93
Hancock Whitney
HWC
$5.72B
$243K 0.03%
3,828
KMB icon
94
Kimberly-Clark
KMB
$33.6B
$232K 0.02%
2,400
DVY icon
95
iShares Select Dividend ETF
DVY
$22.8B
$229K 0.02%
1,511
SPYM
96
State Street SPDR Portfolio S&P 500 ETF
SPYM
$144B
$226K 0.02%
2,956
RY icon
97
Royal Bank of Canada
RY
$274B
$223K 0.02%
+1,381
HWM icon
98
Howmet Aerospace
HWM
$103B
$220K 0.02%
+955
NVO
99
Novo Nordisk
NVO
$192B
$216K 0.02%
+5,888
HAL icon
100
Halliburton
HAL
$33.6B
$211K 0.02%
+5,411
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