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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.39M
3
+$2.12M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.28M

Top Sells

1
+$2.86M
2
+$478K
3
+$350K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$263K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$150K 0.04%
23,980
102
$94K 0.03%
+10,813
103
$70K 0.02%
321
-1,605
104
– –
-721
105
– –
-1,136
106
– –
-1,150
107
– –
-1,000,000
108
– –
0
109
– –
-4,128
110
– –
-7,928
111
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-2,292
112
– –
-5,544
113
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0
114
– –
-25,239
115
– –
0
116
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-2,101
117
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0
118
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-1,706
119
– –
-10,422
1 2 3 4
5