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
$153M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.96M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.72M

Top Sells

1
+$9.52M
2
+$5.35M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$748K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$404K

Sector Composition

1 Financials 23.73%
2 Healthcare 18.95%
3 Communication Services 15.35%
4 Industrials 11.03%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80K 0.05%
+794
102
$79K 0.05%
17,090
+16,400
103
$77K 0.05%
526
104
$73K 0.05%
1,237
+852
105
$69K 0.04%
816
-10
106
$65K 0.04%
+5,612
107
$65K 0.04%
+2,000
108
$65K 0.04%
+593
109
$64K 0.04%
544
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110
$63K 0.04%
302
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111
$58K 0.04%
479
112
$56K 0.04%
888
113
$53K 0.03%
409
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114
$52K 0.03%
539
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115
$52K 0.03%
+1,047
116
$50K 0.03%
525
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117
$47K 0.03%
590
118
$45K 0.03%
+618
119
$42K 0.03%
4,352
120
$42K 0.03%
440
121
$38K 0.02%
615
-25
122
$37K 0.02%
713
123
$36K 0.02%
2,338
+2,086
124
$35K 0.02%
+854
125
$35K 0.02%
598
-480
3 4
5
6 7