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
101
$47.9K 0.02%
212
102
$47.5K 0.02%
494
-29,026
103
$43.8K 0.02%
49
-70
104
$43.2K 0.02%
269
105
$42.2K 0.02%
667
106
$39.6K 0.02%
600
107
$39.3K 0.02%
1,019
108
$39.2K 0.02%
500
109
$38.1K 0.02%
3,375
-634
110
$37.3K 0.02%
300
111
$36.6K 0.02%
1,206
+2
112
$34.3K 0.01%
97
113
$33.2K 0.01%
795
-56,014
114
$31.7K 0.01%
500
115
$31.7K 0.01%
504
116
$30.7K 0.01%
818
117
$30.1K 0.01%
61
118
$28.3K 0.01%
430
119
$27.5K 0.01%
870
120
$27.1K 0.01%
533
-20
121
$26.8K 0.01%
99
+3
122
$26.7K 0.01%
97
123
$25.2K 0.01%
300
124
$23.8K 0.01%
225
125
$23.7K 0.01%
200
3 4
5
6 7