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
76
$127K 0.05%
1,007
+4
77
$123K 0.05%
1,280
78
$120K 0.05%
3,375
79
$118K 0.05%
1,607
80
$112K 0.05%
940
81
$104K 0.04%
703
82
$101K 0.04%
888
83
$95.8K 0.04%
+2,515
84
$93.5K 0.04%
642
85
$90.2K 0.04%
488
86
$87.8K 0.04%
273
87
$78K 0.03%
991
88
$71.5K 0.03%
620
+6
89
$69.4K 0.03%
1,108
90
$69.2K 0.03%
1,225
91
$68.8K 0.03%
139
92
$67.5K 0.03%
764
93
$65.7K 0.03%
500
94
$63K 0.03%
1,253
95
$57.8K 0.02%
300
96
$55.5K 0.02%
1,298
+15
97
$55.5K 0.02%
687
+213
98
$55.1K 0.02%
185
99
$55K 0.02%
323
100
$51.1K 0.02%
209
2 3
4
5 6