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
$136M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$369K
3
+$351K
4
META icon
Meta Platforms (Facebook)
META
+$345K
5
BA icon
Boeing
BA
+$281K

Top Sells

1
+$1.34M
2
+$892K
3
+$274K
4
INTC icon
Intel
INTC
+$247K
5
CSCO icon
Cisco
CSCO
+$196K

Sector Composition

1 Healthcare 28.03%
2 Financials 21.43%
3 Communication Services 12.39%
4 Industrials 12.11%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.02%
+2,175
102
$33K 0.02%
+112
103
$32K 0.02%
+3,450
104
$32K 0.02%
+400
105
$31K 0.02%
+810
106
$28K 0.02%
+170
107
$28K 0.02%
+588
108
$27K 0.02%
+343
109
$26K 0.02%
+316
110
$25K 0.02%
+103
111
$24K 0.02%
+1,117
112
$24K 0.02%
+462
113
$24K 0.02%
+1,639
114
$23K 0.02%
+74
115
$21K 0.02%
+76
116
$21K 0.02%
+400
117
$21K 0.02%
+1,542
118
$20K 0.01%
+475
119
$20K 0.01%
+385
120
$19K 0.01%
+101
121
$19K 0.01%
10
+5
122
$18K 0.01%
+412
123
$18K 0.01%
+126
124
$16K 0.01%
+380
125
$15K 0.01%
+1,388
3 4
5
6 7