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
$237M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.39M
3
+$388K
4
KMX icon
CarMax
KMX
+$285K
5
AMT icon
American Tower
AMT
+$230K

Top Sells

1
+$2.79M
2
+$2.34M
3
+$1.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 25.05%
2 Financials 14.65%
3 Healthcare 10.01%
4 Consumer Discretionary 7.61%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.22%
+684
27
$2.82M 1.19%
28,910
+1,012
28
$2.81M 1.19%
14,893
+512
29
$2.61M 1.1%
4,214
+627
30
$2.59M 1.1%
12,363
-274
31
$2.45M 1.03%
4,733
+278
32
$2.43M 1.02%
14,968
+189
33
$2.39M 1.01%
+3,371
34
$2.27M 0.96%
18,684
-300
35
$2.1M 0.89%
27,178
+3,679
36
$2.03M 0.86%
34,000
37
$1.73M 0.73%
3,009
-61
38
$1.72M 0.73%
16,560
-1,808
39
$1.66M 0.7%
9,578
+203
40
$1.43M 0.61%
5,161
+101
41
$1.14M 0.48%
17,545
-624
42
$982K 0.41%
13,069
+1,691
43
$960K 0.41%
2,370
44
$837K 0.35%
6,422
-1,576
45
$775K 0.33%
1,343
-56
46
$772K 0.33%
12,393
+716
47
$740K 0.31%
36,098
48
$706K 0.3%
2,769
-825
49
$683K 0.29%
7,135
50
$659K 0.28%
3,856
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