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
$133M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.43M
3
+$693K
4
BFH icon
Bread Financial
BFH
+$570K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$562K

Top Sells

1
+$355K
2
+$347K
3
+$296K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$285K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$241K

Sector Composition

1 Financials 27.03%
2 Healthcare 17.82%
3 Communication Services 16.03%
4 Technology 10.41%
5 Industrials 8.9%
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