IRAG

Investment Research & Advisory Group Portfolio holdings

AUM $295M
1-Year Est. Return 21.41%
This Quarter Est. Return
1 Year Est. Return
+21.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$6.03M
2 +$2.58M
3 +$1.97M
4
VEEV icon
Veeva Systems
VEEV
+$1.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$910K

Top Sells

1 +$1.91M
2 +$347K
3 +$293K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$250K
5
CHH icon
Choice Hotels
CHH
+$236K

Sector Composition

1 Technology 22.68%
2 Financials 14.92%
3 Healthcare 10.7%
4 Communication Services 7.96%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,796
227
-400
228
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229
-6,021
230
-884
231
-664
232
-567
233
-865
234
-1,171