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
$418M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.82M
3
+$5.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.25M
5
HQY icon
HealthEquity
HQY
+$2.15M

Top Sells

1
+$8.31M
2
+$7.41M
3
+$4.83M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.86M
5
ALTA
Altabancorp
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.05%
1,344
+154
102
$206K 0.05%
738
-65
103
$205K 0.05%
+1,250
104
$204K 0.05%
3,774
-210
105
$203K 0.05%
614
106
$201K 0.05%
+1,610
107
$201K 0.05%
+3,000
108
$161K 0.04%
+10,422
109
$110K 0.03%
23,980
110
– –
-321
111
– –
0
112
– –
-86
113
– –
-1,652
114
– –
-1,350
115
– –
0
116
– –
-13,327
117
– –
-10,813
1 2 3 4
5