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
151
$17K 0.01%
412
152
$17K 0.01%
2,360
+960
153
$17K 0.01%
90
154
$16K 0.01%
+241
155
$16K 0.01%
126
156
$15K 0.01%
100
-70
157
$15K 0.01%
1,372
-640
158
$14K 0.01%
798
+17
159
$14K 0.01%
1,644
+24
160
$13K 0.01%
360
161
$13K 0.01%
85
162
$12K 0.01%
198
+2
163
$11K 0.01%
126
164
$11K 0.01%
450
165
$11K 0.01%
72
166
$10K 0.01%
610
167
$9K 0.01%
+670
168
$8K 0.01%
298
+9
169
$8K 0.01%
50
170
$8K 0.01%
+39
171
$7K ﹤0.01%
28
172
$7K ﹤0.01%
140
173
$7K ﹤0.01%
70
174
$6K ﹤0.01%
54
175
$6K ﹤0.01%
70
5 6
7
8 9