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IRAG

Investment Research & Advisory Group Portfolio holdings

AUM $324M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+3.79%
1 Year Est. Return
+22.57%
3 Year Est. Return
+88.65%
5 Year Est. Return
+107.32%
10 Year Est. Return
–
AUM
$302M
AUM Growth
+$7.04M
Cap. Flow
+$331K
Cap. Flow %
0.11%
Top 10 Hldgs %
56.31%
Holding
287
New
35
Increased
99
Reduced
31
Closed
13

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$1.44M
2
SHOP icon
Shopify
SHOP
+$1.15M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$281K
4
PFG icon
Principal Financial Group
PFG
+$222K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$196K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$2.76M
2
KMX icon
CarMax
KMX
+$1.12M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$639K
4
SNPS icon
Synopsys
SNPS
+$283K
5
NVDA icon
NVIDIA
NVDA
+$218K

Sector Composition

Rank Sector Weight
1 Technology 20.91%
2 Financials 15.09%
3 Communication Services 8.37%
4 Healthcare 8.15%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JOBY icon
226
Joby Aviation
JOBY
$8.71B
$3.96K ﹤0.01%
+300
New +$4.6K
MSOS icon
227
AdvisorShares Pure US Cannabis ETF
MSOS
$884M
$3.78K ﹤0.01%
800
+350
+78% +$1.56K
ARKQ icon
228
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
$3.67K ﹤0.01%
32
– –
EPD icon
229
Enterprise Products Partners
EPD
$82B
$3.25K ﹤0.01%
101
+1
+1% +$32
DECK icon
230
Deckers Outdoor
DECK
$13.3B
$2.8K ﹤0.01%
24
– –
DOW icon
231
Dow Inc
DOW
$22.1B
$2.71K ﹤0.01%
93
– –
IHG icon
232
InterContinental Hotels
IHG
$23B
$2.68K ﹤0.01%
19
– –
TSM icon
233
TSMC
TSM
$2.17T
$2.43K ﹤0.01%
8
– –
LUMN icon
234
Lumen
LUMN
$6.85B
$2.32K ﹤0.01%
299
– –
PLX icon
235
Protalix BioTherapeutics
PLX
$200M
$1.8K ﹤0.01%
1,000
– –
UL icon
236
Unilever
UL
$135B
$1.77K ﹤0.01%
27
+8
+42% +$538
PTON icon
237
Peloton Interactive
PTON
$2.42B
$1.6K ﹤0.01%
260
– –
XRPI
238
Volatility Shares Trust XRP ETF
XRPI
$83M
$1.54K ﹤0.01%
+146
New +$1.97K
RSP icon
239
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$1.53K ﹤0.01%
8
– –
RBLX icon
240
Roblox
RBLX
$26.5B
$1.4K ﹤0.01%
51
– –
VOT icon
241
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.7B
$1.4K ﹤0.01%
+5
New +$1.43K
BGR icon
242
BlackRock Energy and Resources Trust
BGR
$422M
$1.38K ﹤0.01%
102
– –
HELO icon
243
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$1.26K ﹤0.01%
+19
New +$1.25K
MFA
244
MFA Financial
MFA
$919M
$1.19K ﹤0.01%
128
+5
+4% +$47
DBX icon
245
Dropbox
DBX
$7.52B
$1.17K ﹤0.01%
30
– –
SPOT icon
246
Spotify
SPOT
$105B
$1.16K ﹤0.01%
2
– –
F icon
247
Ford
F
$55.8B
$1.13K ﹤0.01%
12
– –
MAA icon
248
Mid-America Apartment Communities
MAA
$15.4B
$1.11K ﹤0.01%
+8
New +$1.07K
SEDG icon
249
SolarEdge
SEDG
$1.98B
$1.1K ﹤0.01%
38
– –
INDA icon
250
iShares MSCI India ETF
INDA
$6.6B
$1.08K ﹤0.01%
20
– –
8 9
10
11 12

Similar funds

AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
THCM
Taylor Hoffman Capital Management Richmond, Virginia $325M AUM 27.67% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
DMC
DSC Meridian Capital New York $325M AUM 45.4% 1-Year Est. Return

Investment Research & Advisory Group's Q4 2025 Portfolio in Review

As of Q4 2025, Investment Research & Advisory Group held 287 positions worth $302M, up 2.4% from $295M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Investment Research & Advisory Group's Q4 2025 filing shows 35 new, 99 increased, 31 reduced and 13 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 3,063 shares worth $292K. The largest sale was Fiserv Inc, an estimated $2.76M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 21% a quarter earlier, followed by Financials and Communication Services.

  • Investment Research & Advisory Group's largest Q4 2025 buy was Pinnacle Financial Partners Inc: 3,063 shares worth $292K.
  • Investment Research & Advisory Group added most to Palo Alto Networks in Q4 2025, an estimated $1.44M increase.
  • Investment Research & Advisory Group's biggest Q4 2025 reduction was CarMax, cutting an estimated $1.12M.
  • Investment Research & Advisory Group fully exited Fiserv Inc in Q4 2025, selling an estimated $2.76M.
  • Investment Research & Advisory Group's ten largest holdings make up 56% of its $302M portfolio in Q4 2025.
  • Investment Research & Advisory Group opened 35 new positions and closed 13 in Q4 2025.
  • Investment Research & Advisory Group's portfolio value rose 2.4% quarter-over-quarter to $302M.

Based on Investment Research & Advisory Group's 13F filing for Q4 2025, filed 20 Jan 2026.