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
201
$3K ﹤0.01%
+47
202
– –
0
203
$3K ﹤0.01%
+14
204
$3K ﹤0.01%
360
205
$3K ﹤0.01%
189
206
$3K ﹤0.01%
+34
207
$2K ﹤0.01%
+94
208
$2K ﹤0.01%
11
209
$2K ﹤0.01%
3
-7
210
$2K ﹤0.01%
70
211
$2K ﹤0.01%
50
212
$2K ﹤0.01%
30
213
$2K ﹤0.01%
78
214
$2K ﹤0.01%
420
+200
215
$2K ﹤0.01%
11,500
+3,000
216
$2K ﹤0.01%
100
-1,223
217
$1K ﹤0.01%
100
218
$1K ﹤0.01%
250
-2,447
219
$1K ﹤0.01%
+4
220
$1K ﹤0.01%
+47
221
$1K ﹤0.01%
100
-1,288
222
$1K ﹤0.01%
260
223
$1K ﹤0.01%
71
224
$1K ﹤0.01%
20
225
$1K ﹤0.01%
43
7 8
9
10 11