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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
-5.79%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$947M
AUM Growth
-$30M
(-3.1%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
3.95%
Top 10 Holdings %
Top 10 Hldgs %
68.69%
Holding
112
New
12
Increased
42
Reduced
32
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$8.26M |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.73M |
| 3 |
Netflix
NFLX
|
+$4.29M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.94M |
| 5 |
Amazon
AMZN
|
+$3.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.92M |
| 2 |
Hershey
HSY
|
+$2.33M |
| 3 |
RTX Corp
RTX
|
+$932K |
| 4 |
American Express
AXP
|
+$728K |
| 5 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$372K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
101
Mitsubishi UFJ Financial
MUFG
$258B
| $175K | 0.02% |
+10,285
| New | +$183K |
|
102
Lloyds Banking Group
LYG
$87.4B
| $97.3K | 0.01% |
+19,336
| New | +$106K |
|
|
ASG
103
Liberty All-Star Growth Fund
ASG
$323M
| $47.8K | 0.01% |
+10,056
| New | +$51.7K |
|
104
PDS Biotechnology
PDSB
$38.1M
| $45.4K | ﹤0.01% |
75,022
+6
| +0% | +$5 |
|
105
Microvision
MVIS
$88.2M
| $9.01K | ﹤0.01% |
14,046
-12,184
| -46% | -$9.29K |
|
106
Cincinnati Financial
CINF
$28.3B
| – | – |
-1,238
| Closed | -$202K |
|
107
Salesforce
CRM
$134B
| – | – |
-1,353
| Closed | -$358K |
|
108
abrdn Physical Gold Shares ETF
SGOL
$6.92B
| – | – |
-7,790
| Closed | -$320K |
|
109
iShares Silver Trust
SLV
$28.1B
| – | – |
-3,930
| Closed | -$253K |
|
|
110
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.58B
| – | – |
-1,686
| Closed | -$372K |
|
111
Trip.com Group
TCOM
$27.5B
| – | – |
-2,830
| Closed | -$204K |
|
112
TPG
TPG
$6.87B
| – | – |
-3,500
| Closed | -$223K |
|
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Iron Gate Global Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Iron Gate Global Advisors held 112 positions worth $947M, down 3.1% from $977M the previous quarter. Its ten largest holdings account for 69% of the portfolio.
Iron Gate Global Advisors deployed $37.4M of net new capital in Q1 2026, opening 12 new positions and adding to 42 existing holdings. Its largest new stake was BP: 8,909 shares worth $419K.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $2.92M trimmed.
- Iron Gate Global Advisors's largest Q1 2026 buy was BP: 8,909 shares worth $419K.
- Iron Gate Global Advisors added most to iShares Ultra Short Duration Bond Active ETF in Q1 2026, an estimated $8.26M increase.
- Iron Gate Global Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $2.92M.
- Iron Gate Global Advisors fully exited Direxion Daily S&P 500 Bull 3x ETF in Q1 2026, selling an estimated $372K.
- Iron Gate Global Advisors's ten largest holdings make up 69% of its $947M portfolio in Q1 2026.
- Iron Gate Global Advisors opened 12 new positions and closed 7 in Q1 2026.
- Iron Gate Global Advisors's portfolio value fell 3.1% quarter-over-quarter to $947M.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.