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
1
$17.7M 11.51%
127,933
+1
2
$16.4M 10.66%
76,425
+9,136
3
$12M 7.83%
212,956
+30,724
4
$11M 7.14%
80,243
+3,961
5
$9.34M 6.08%
79,827
+12,798
6
$9.03M 5.88%
84,774
+6,431
7
$8.18M 5.32%
293,049
+61,708
8
$7.39M 4.82%
87,626
-112,813
9
$7.11M 4.63%
43,257
+21,417
10
$4.55M 2.96%
45,440
+17,740
11
$3.69M 2.4%
61,180
+13,860
12
$3.44M 2.24%
44,242
+2,074
13
$2.89M 1.88%
72,942
-5,992
14
$2.78M 1.81%
46,560
+2,040
15
$2.07M 1.35%
25,234
-4,919
16
$2.06M 1.34%
50,348
-18,248
17
$2.04M 1.33%
7,016
-526
18
$2M 1.3%
14,449
-2,815
19
$1.91M 1.25%
21,745
+18,461
20
$1.55M 1.01%
12,703
-575
21
$1.31M 0.85%
31,525
+180
22
$1.17M 0.76%
10,182
+3,934
23
$1.15M 0.75%
15,000
24
$1.06M 0.69%
11,290
+10,123
25
$900K 0.59%
3,626
-1,482
1
2 3 4 5