IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$7.27M
3 +$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.9M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$5.01M

Top Sells

1 +$79M
2 +$2.72M
3 +$1.95M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
NFLX icon
Netflix
NFLX
+$933K

Sector Composition

1 Technology 25.92%
2 Financials 22.73%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$243K 0.03%
1,160
-216
77
$242K 0.03%
+1,729
78
$233K 0.03%
1,477
-398
79
$219K 0.03%
+7,328
80
$217K 0.03%
3,015
+15
81
$217K 0.03%
+7,670
82
$216K 0.03%
+156
83
$214K 0.03%
4,830
-400
84
$205K 0.03%
5,426
85
$204K 0.03%
4,072
-599
86
$203K 0.03%
+1,511
87
$202K 0.03%
5,055
88
$201K 0.03%
+3,828
89
$89.3K 0.01%
+75,016
90
$35.8K ﹤0.01%
+10,600
91
$9.02K ﹤0.01%
17,250
92
$2.12K ﹤0.01%
316
93
-2,521
94
0
95
-29,756
96
-1,413
97
-412
98
0
99
-2,968
100
-487