IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
+7.36%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$418M
AUM Growth
+$418M
(+15%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
121
New
12
Increased
52
Reduced
28
Closed
6
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$9.16M |
| 2 |
Visa
V
|
$7.82M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$5.1M |
| 4 |
Johnson & Johnson
JNJ
|
$2.25M |
| 5 |
HealthEquity
HQY
|
$2.15M |
Top Sells
| 1 |
Caterpillar
CAT
|
$8.31M |
| 2 |
Alibaba
BABA
|
$7.41M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.83M |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$1.86M |
| 5 |
ALTA
Altabancorp Common Stock
ALTA
|
$588K |
Sector Composition
| 1 | Financials | 25.21% |
| 2 | Technology | 21.57% |
| 3 | Communication Services | 16.56% |
| 4 | Healthcare | 9.72% |
| 5 | Consumer Discretionary | 9.24% |
