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
126
$34K 0.02%
+300
127
$33K 0.02%
780
128
$33K 0.02%
36
+32
129
$32K 0.02%
+954
130
$31K 0.02%
1,176
+588
131
$30K 0.02%
344
+1
132
$30K 0.02%
2,175
133
$30K 0.02%
3,450
134
$29K 0.02%
810
135
$28K 0.02%
400
136
$27K 0.02%
9,259
137
$25K 0.02%
112
138
$24K 0.02%
+624
139
$23K 0.02%
293
+200
140
$23K 0.02%
+741
141
$22K 0.01%
+326
142
$22K 0.01%
1,639
143
$21K 0.01%
595
+532
144
$21K 0.01%
76
145
$20K 0.01%
74
146
$19K 0.01%
475
147
$19K 0.01%
400
148
$19K 0.01%
437
-69
149
$18K 0.01%
210
-106
150
$17K 0.01%
114
+13
4 5
6
7 8