IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$369K
3
+$351K
4
META icon
Meta Platforms (Facebook)
META
+$345K
5
BA icon
Boeing
BA
+$281K

Top Sells

1
+$1.34M
2
+$892K
3
+$274K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.03%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.05%
+1,417
77
$70K 0.05%
+526
78
$70K 0.05%
+819
79
$69K 0.05%
+826
80
$62K 0.05%
+1,200
81
$61K 0.04%
+1,078
82
$60K 0.04%
+603
83
$59K 0.04%
+888
84
$58K 0.04%
+3,553
85
$58K 0.04%
+1,012
86
$57K 0.04%
+479
87
$53K 0.04%
+631
88
$52K 0.04%
+2,012
89
$50K 0.04%
+1,323
90
$48K 0.04%
+590
91
$45K 0.03%
+22
92
$44K 0.03%
+478
93
$44K 0.03%
+4,352
94
$44K 0.03%
+640
95
$42K 0.03%
+440
96
$40K 0.03%
+713
97
$39K 0.03%
+132
98
$38K 0.03%
+9,259
99
$37K 0.03%
+506
100
$34K 0.02%
+780
2 3
4
5 6