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
$418M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.82M
3
+$5.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.25M
5
HQY icon
HealthEquity
HQY
+$2.15M

Top Sells

1
+$8.31M
2
+$7.41M
3
+$4.83M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.86M
5
ALTA
Altabancorp
ALTA
+$588K

Sector Composition

1 Financials 25.21%
2 Technology 21.57%
3 Communication Services 16.56%
4 Healthcare 9.72%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.07%
2,320
+810
77
$312K 0.07%
4,417
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78
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79
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80
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605
81
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82
$266K 0.06%
3,980
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83
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84
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4,407
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85
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86
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88
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11,922
-6,881
89
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90
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+2,101
91
$239K 0.06%
437
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1,375
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94
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2,508
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95
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1,870
96
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-45
97
$224K 0.05%
1,700
-200
98
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+1,100
99
$220K 0.05%
+4,454
100
$211K 0.05%
4,800
1 2 3
4
5