We are live on ! Find out more
IRAG

Investment Research & Advisory Group Portfolio holdings

AUM $286M
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.12M
3 +$641K
4
SHOP icon
Shopify
SHOP
+$455K
5
PANW icon
Palo Alto Networks
PANW
+$356K

Top Sells

1 +$1.85M
2 +$1.25M
3 +$602K
4
BKNG icon
Booking.com
BKNG
+$465K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$350K

Sector Composition

1 Technology 19.43%
2 Financials 15.24%
3 Communication Services 8%
4 Healthcare 7.67%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FCX icon
226
Freeport-McMoran
FCX
$98.3B
$4.53K ﹤0.01%
+49
MTCH icon
227
Match Group
MTCH
$8.14B
$4.44K ﹤0.01%
145
+1
LULU icon
228
lululemon athletica
LULU
$13.5B
$4.29K ﹤0.01%
28
EPD icon
229
Enterprise Products Partners
EPD
$80.6B
$3.89K ﹤0.01%
103
+2
ARKQ icon
230
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.17B
$3.6K ﹤0.01%
32
TEAM icon
231
Atlassian
TEAM
$22.5B
$3.07K ﹤0.01%
45
MSOS icon
232
AdvisorShares Pure US Cannabis ETF
MSOS
$1.04B
$2.84K ﹤0.01%
800
MMM icon
233
3M
MMM
$82.6B
$2.79K ﹤0.01%
12
TSM icon
234
TSMC
TSM
$2.2T
$2.7K ﹤0.01%
8
IHG icon
235
InterContinental Hotels
IHG
$24.8B
$2.54K ﹤0.01%
19
JOBY icon
236
Joby Aviation
JOBY
$9B
$2.48K ﹤0.01%
300
UL icon
237
Unilever
UL
$128B
$2.45K ﹤0.01%
43
+16
PLX icon
238
Protalix BioTherapeutics
PLX
$168M
$2.17K ﹤0.01%
1,000
SEDG icon
239
SolarEdge
SEDG
$3.7B
$1.94K ﹤0.01%
38
APO icon
240
Apollo Global Management
APO
$77.2B
$1.89K ﹤0.01%
+5
OWL icon
241
Blue Owl Capital
OWL
$6.54B
$1.83K ﹤0.01%
+200
F icon
242
Ford
F
$59.1B
$1.81K ﹤0.01%
12
BGR icon
243
BlackRock Energy and Resources Trust
BGR
$402M
$1.77K ﹤0.01%
102
MSTR icon
244
Strategy Inc
MSTR
$43.8B
$1.5K ﹤0.01%
+5
RBLX icon
245
Roblox
RBLX
$31B
$1.43K ﹤0.01%
53
+2
BBUC
246
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.67B
$1.42K ﹤0.01%
45
+30
VOT icon
247
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$1.29K ﹤0.01%
5
MFA
248
MFA Financial
MFA
$957M
$1.27K ﹤0.01%
132
+4
IBM icon
249
IBM
IBM
$256B
$1.24K ﹤0.01%
1
HELO icon
250
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.03B
$1.21K ﹤0.01%
19