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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.39M
3
+$2.12M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.52M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.28M

Top Sells

1
+$2.86M
2
+$478K
3
+$350K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$263K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 10.8%
281,334
+6,129
2
$31.6M 8.57%
115,767
+12,760
3
$30.2M 8.2%
183,920
+14,540
4
$24.2M 6.57%
150,109
+7,893
5
$22.8M 6.19%
67,238
+882
6
$22.5M 6.1%
79,779
+3,963
7
$22.1M 6%
522,125
+7,741
8
$21.8M 5.9%
129,873
+1,995
9
$16M 4.33%
119,860
+6,480
10
$14.8M 4%
86,983
+4,141
11
$9.55M 2.59%
64,521
+14,307
12
$9.3M 2.52%
69,540
-1,260
13
$7.5M 2.03%
114,828
+9,736
14
$6.58M 1.79%
29,894
+2,146
15
$6.24M 1.69%
75,674
-34,650
16
$4.66M 1.26%
226,560
+3,120
17
$2.97M 0.8%
13,359
-35
18
$2.55M 0.69%
16,919
+899
19
$2.53M 0.69%
50,167
+30,059
20
$2.42M 0.66%
90,099
+3,641
21
$2.33M 0.63%
50,139
-168
22
$2.14M 0.58%
20,732
-2,543
23
$1.95M 0.53%
8,080
+639
24
$1.87M 0.51%
6,438
+1,542
25
$1.55M 0.42%
4,723
+24
1
2 3 4 5