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
$551M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.3M
3
+$11.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.15M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$544K

Top Sells

1
+$25.6M
2
+$11.3M
3
+$8.38M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.65M
5
HQY icon
HealthEquity
HQY
+$646K

Sector Composition

1 Technology 24.12%
2 Financials 22.64%
3 Communication Services 20.63%
4 Consumer Discretionary 11.1%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.05%
5,471
77
$247K 0.04%
+1,375
78
$234K 0.04%
+191
79
$225K 0.04%
5,055
80
$224K 0.04%
+1,589
81
$223K 0.04%
444
+5
82
$219K 0.04%
+5,511
83
$214K 0.04%
12,303
+1,762
84
$213K 0.04%
3,000
-53
85
$211K 0.04%
1,157
-88
86
$199K 0.04%
1,162
-32
87
$68.2K 0.01%
16,000
88
$61.9K 0.01%
10,545
-3,502
89
$26K ﹤0.01%
12,650
90
– –
-1,157
91
– –
-480
92
– –
-1,210
93
– –
-1,605
94
– –
-386
1 2 3
4