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
$271M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.56M
3
+$3.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$562K

Top Sells

1
+$1M
2
+$928K
3
+$766K
4
FNV icon
Franco-Nevada
FNV
+$607K
5
EMR icon
Emerson Electric
EMR
+$586K

Sector Composition

1 Financials 23.15%
2 Technology 16.98%
3 Communication Services 15.7%
4 Healthcare 12.93%
5 Consumer Discretionary 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 11.66%
238,138
-2,770
2
$21.9M 8.09%
94,633
+495
3
$21.9M 8.06%
134,180
-560
4
$18.9M 6.99%
120,382
-115
5
$16.2M 5.98%
89,461
-296
6
$15.1M 5.56%
124,591
+1,059
7
$14.9M 5.49%
490,919
+2,537
8
$14.2M 5.23%
51,931
-263
9
$12.3M 4.52%
175,872
+869
10
$8.77M 3.24%
39,432
+663
11
$7.24M 2.67%
+101,272
12
$6.22M 2.29%
28,434
+25,435
13
$6.13M 2.26%
28,663
+2,025
14
$5.96M 2.2%
25,609
+323
15
$5.75M 2.12%
65,660
-8,740
16
$5.67M 2.09%
15,155
+9,121
17
$5.62M 2.07%
64,140
-240
18
$2.91M 1.07%
222,880
+10,600
19
$2.7M 1%
8,615
+4,128
20
$2.68M 0.99%
32,211
-4,656
21
$2.44M 0.9%
12,529
22
$2.4M 0.88%
26,179
-570
23
$2.37M 0.87%
16,998
+4
24
$2.2M 0.81%
45,870
-1,539
25
$1.93M 0.71%
12,987
+318
1
2 3 4 5