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
$153M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.96M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.72M

Top Sells

1
+$9.52M
2
+$5.35M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$748K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$404K

Sector Composition

1 Financials 23.73%
2 Healthcare 18.95%
3 Communication Services 15.35%
4 Industrials 11.03%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133K 0.09%
782
77
$132K 0.09%
+10,422
78
$128K 0.08%
3,329
+3,327
79
$127K 0.08%
3,197
80
$121K 0.08%
3,371
81
$118K 0.08%
3,500
82
$118K 0.08%
2,955
+475
83
$118K 0.08%
342
+210
84
$113K 0.07%
+1,950
85
$110K 0.07%
2,035
-26
86
$109K 0.07%
1,897
87
$105K 0.07%
+945
88
$96K 0.06%
4,229
89
$95K 0.06%
2,080
90
$95K 0.06%
+1,250
91
$94K 0.06%
+2,146
92
$93K 0.06%
3,553
93
$93K 0.06%
705
+1
94
$90K 0.06%
501
95
$84K 0.05%
1,680
+1,218
96
$83K 0.05%
1,984
+1,604
97
$82K 0.05%
430
+400
98
$82K 0.05%
+1,000
99
$82K 0.05%
1,172
100
$81K 0.05%
952
+850
2 3
4
5 6