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
$156M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2M
3
+$1.58M
4
ADBE icon
Adobe
ADBE
+$1.36M
5
CRM icon
Salesforce
CRM
+$843K

Top Sells

1
+$5.06M
2
+$4.37M
3
+$3.38M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.23M
5
PYPL icon
PayPal
PYPL
+$1.66M

Sector Composition

1 Technology 23.26%
2 Financials 15.73%
3 Healthcare 11.19%
4 Communication Services 7.13%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.9K 0.03%
1,045
-740
102
$39K 0.03%
300
103
$38.8K 0.02%
300
104
$34.8K 0.02%
3,955
105
$34.4K 0.02%
432
106
$32.8K 0.02%
300
107
$32K 0.02%
212
108
$30.2K 0.02%
500
109
$30K 0.02%
323
110
$29.2K 0.02%
385
-21,862
111
$29K 0.02%
728
112
$27.7K 0.02%
97
113
$24.9K 0.02%
300
114
$24.8K 0.02%
225
115
$23.7K 0.02%
370
116
$22.8K 0.01%
49
117
$20.2K 0.01%
97
118
$19.2K 0.01%
390
+3
119
$19K 0.01%
870
120
$18.4K 0.01%
142
121
$18K 0.01%
108
122
$16K 0.01%
88
123
$15.7K 0.01%
61
124
$15.7K 0.01%
301
125
$15.3K 0.01%
476
3 4
5
6 7