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
51
$651K 0.27%
3,891
52
$576K 0.24%
1,181
+2
53
$576K 0.24%
9,147
54
$502K 0.21%
2,545
55
$486K 0.21%
3,965
56
$483K 0.2%
847
57
$357K 0.15%
11,980
58
$320K 0.14%
1,171
59
$307K 0.13%
1,132
60
$280K 0.12%
2,462
61
$254K 0.11%
5,717
62
$236K 0.1%
1,193
63
$230K 0.1%
+988
64
$225K 0.09%
+9,194
65
$208K 0.09%
1,776
66
$205K 0.09%
2,848
-450
67
$190K 0.08%
589
-15
68
$190K 0.08%
4,776
-30
69
$189K 0.08%
1,331
-11,970
70
$175K 0.07%
1,252
71
$172K 0.07%
3,369
+2,172
72
$157K 0.07%
910
73
$146K 0.06%
+1,521
74
$139K 0.06%
1,294
75
$135K 0.06%
885
1 2
3
4 5