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
$418M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.82M
3
+$5.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.25M
5
HQY icon
HealthEquity
HQY
+$2.15M

Top Sells

1
+$8.31M
2
+$7.41M
3
+$4.83M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.86M
5
ALTA
Altabancorp
ALTA
+$588K

Sector Composition

1 Financials 25.21%
2 Technology 21.57%
3 Communication Services 16.56%
4 Healthcare 9.72%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.1M 12.21%
290,170
+8,836
2
$40.8M 9.57%
132,317
+16,550
3
$32.5M 7.62%
194,240
+10,320
4
$27.9M 6.55%
163,258
+13,149
5
$27.7M 6.49%
84,391
+4,612
6
$25.9M 6.08%
541,427
+19,302
7
$24.7M 5.8%
73,574
+6,336
8
$24M 5.62%
138,447
+8,574
9
$18.1M 4.25%
125,860
+6,000
10
$14M 3.3%
90,145
+3,162
11
$11.7M 2.76%
227,854
+177,687
12
$10.1M 2.38%
70,280
+740
13
$8.53M 2%
38,390
+35,190
14
$7.56M 1.77%
160,439
+45,611
15
$6.71M 1.57%
31,410
+1,516
16
$6.48M 1.52%
226,660
+100
17
$3.24M 0.76%
13,359
18
$3.09M 0.73%
17,844
+925
19
$2.57M 0.6%
22,559
+1,827
20
$2.37M 0.56%
50,082
-57
21
$2.35M 0.55%
7,359
+921
22
$2.31M 0.54%
8,607
+527
23
$1.97M 0.46%
4,760
+37
24
$1.62M 0.38%
30,230
+1,885
25
$1.53M 0.36%
2,474
+12
1
2 3 4 5