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
126
$23.1K 0.01%
728
127
$22.6K 0.01%
500
128
$22.3K 0.01%
439
-10
129
$22.3K 0.01%
492
+16
130
$21.9K 0.01%
142
131
$21.8K 0.01%
43
132
$21.1K 0.01%
108
133
$20.5K 0.01%
10
134
$20K 0.01%
389
135
$18.8K 0.01%
94
136
$18.5K 0.01%
200
137
$18.4K 0.01%
240
138
$17.6K 0.01%
220
139
$16K 0.01%
301
140
$15K 0.01%
88
141
$14K 0.01%
50
142
$13.8K 0.01%
35
143
$13.6K 0.01%
27
144
$13.6K 0.01%
100
145
$13.6K 0.01%
347
+4
146
$12.6K 0.01%
142
147
$12.1K 0.01%
100
148
$11.9K 0.01%
265
149
$11.7K ﹤0.01%
38
150
$11.5K ﹤0.01%
+200
4 5
6
7 8