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
$134M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$950K
3
+$623K
4
CHH icon
Choice Hotels
CHH
+$599K
5
ZETA icon
Zeta Global
ZETA
+$293K

Top Sells

1
+$3.45M
2
+$121K
3
+$93K
4
META icon
Meta Platforms (Facebook)
META
+$60.4K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$45.1K

Sector Composition

1 Technology 19.12%
2 Financials 17.95%
3 Healthcare 12.47%
4 Consumer Discretionary 7.6%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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