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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.39M
3
+$2.12M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.28M

Top Sells

1
+$2.86M
2
+$478K
3
+$350K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$263K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.07%
10,530
77
$271K 0.07%
3,984
78
$266K 0.07%
13,043
-1,358
79
$261K 0.07%
605
+5
80
$255K 0.07%
4,712
-57
81
$255K 0.07%
4,347
82
$254K 0.07%
+2,975
83
$250K 0.07%
+614
84
$250K 0.07%
3,525
-654
85
$250K 0.07%
2,238
-212
86
$244K 0.07%
425
87
$238K 0.06%
1,870
+16
88
$236K 0.06%
891
-563
89
$233K 0.06%
+1,300
90
$225K 0.06%
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91
$223K 0.06%
1,900
92
$222K 0.06%
+2,292
93
$212K 0.06%
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94
$211K 0.06%
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95
$207K 0.06%
+1,652
96
$202K 0.05%
1,394
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97
$200K 0.05%
3,810
-1,317
98
$200K 0.05%
4,800
99
$199K 0.05%
+771
100
$172K 0.05%
1,350
1 2 3
4
5