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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
$295M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.62M
3
+$375K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$294K
5
FISV
Fiserv Inc
FISV
+$259K

Top Sells

1
+$1.78M
2
+$452K
3
+$393K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$213K
5
BND icon
Vanguard Total Bond Market
BND
+$139K

Sector Composition

1 Technology 21.47%
2 Financials 15.03%
3 Communication Services 8.31%
4 Healthcare 7.21%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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