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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$8.26M
2 +$4.73M
3 +$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

1 +$2.92M
2 +$2.33M
3 +$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MUFG icon
101
Mitsubishi UFJ Financial
MUFG
$222B
$175K 0.02%
+10,285
LYG icon
102
Lloyds Banking Group
LYG
$76B
$97.3K 0.01%
+19,336
ASG
103
Liberty All-Star Growth Fund
ASG
$329M
$47.8K 0.01%
+10,056
PDSB icon
104
PDS Biotechnology
PDSB
$60.8M
$45.4K ﹤0.01%
75,022
+6
MVIS icon
105
Microvision
MVIS
$121M
$9.01K ﹤0.01%
14,046
-12,184
CINF icon
106
Cincinnati Financial
CINF
$26.2B
-1,238
CRM icon
107
Salesforce
CRM
$135B
-1,353
SGOL icon
108
abrdn Physical Gold Shares ETF
SGOL
$6.99B
-7,790
SLV icon
109
iShares Silver Trust
SLV
$31B
-3,930
SPXL icon
110
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.98B
-1,686
TCOM icon
111
Trip.com Group
TCOM
$29.5B
-2,830
TPG icon
112
TPG
TPG
$6.61B
-3,500