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
126
$15K 0.01%
+1,620
127
$15K 0.01%
+90
128
$14K 0.01%
+198
129
$14K 0.01%
+781
130
$13K 0.01%
+360
131
$13K 0.01%
+85
132
$12K 0.01%
+92
133
$12K 0.01%
+196
134
$11K 0.01%
+72
135
$11K 0.01%
+55
136
$10K 0.01%
+126
137
$10K 0.01%
+113
138
$10K 0.01%
+610
139
$9K 0.01%
+2,697
140
$8K 0.01%
+112
141
$8K 0.01%
+289
142
$8K 0.01%
+102
143
$8K 0.01%
+140
144
$8K 0.01%
+1,400
145
$8K 0.01%
+450
146
$8K 0.01%
+450
147
$8K 0.01%
+50
148
$8K 0.01%
+65
149
$7K 0.01%
+28
150
$7K 0.01%
+70
4 5
6
7 8