IRAG
Investment Research & Advisory Group Portfolio holdings
AUM
$268M
This Quarter Return
+3.12%
1 Year Return
+19.54%
3 Year Return
+97.24%
5 Year Return
+143.47%
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+1.7%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
218
New
10
Increased
44
Reduced
29
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.46M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$700K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$432K |
| 4 |
Palo Alto Networks
PANW
|
$351K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$223K |
Top Sells
| 1 |
Microsoft
MSFT
|
$289K |
| 2 |
Apple
AAPL
|
$289K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$272K |
| 4 |
Thermo Fisher Scientific
TMO
|
$268K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$209K |
Sector Composition
| 1 | Technology | 25.03% |
| 2 | Financials | 15.57% |
| 3 | Healthcare | 8.52% |
| 4 | Consumer Discretionary | 8.21% |
| 5 | Communication Services | 7.48% |
