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
126
$14.1K 0.01%
94
127
$14K 0.01%
43
128
$13.9K 0.01%
222
129
$13.6K 0.01%
240
130
$13.5K 0.01%
27
131
$13.2K 0.01%
10
132
$11.6K 0.01%
100
133
$11.6K 0.01%
38
134
$10.8K 0.01%
51
+12
135
$10.7K 0.01%
142
136
$10.6K 0.01%
330
137
$10.5K 0.01%
220
138
$10.2K 0.01%
28
139
$10.1K 0.01%
340
140
$10K 0.01%
116
141
$9.72K 0.01%
265
142
$8.79K 0.01%
109
143
$8.71K 0.01%
100
144
$8.55K 0.01%
35
145
$8.37K 0.01%
185
+1
146
$8.27K 0.01%
100
147
$8.01K 0.01%
58
148
$7.87K 0.01%
79
149
$7.7K ﹤0.01%
45
150
$7.39K ﹤0.01%
281
4 5
6
7 8