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
$241M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$8.46M
2 +$700K
3 +$432K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$223K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$204K

Sector Composition

1 Technology 25.03%
2 Financials 15.57%
3 Healthcare 8.52%
4 Consumer Discretionary 8.21%
5 Communication Services 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.1K 0.01%
225
127
$23.8K 0.01%
492
128
$23.8K 0.01%
500
129
$23.4K 0.01%
220
130
$22.8K 0.01%
728
131
$21.2K 0.01%
430
+41
132
$21.1K 0.01%
94
133
$20.8K 0.01%
43
134
$20.6K 0.01%
439
135
$19.5K 0.01%
142
136
$19K 0.01%
240
137
$18.7K 0.01%
1,503
-1,872
138
$18.5K 0.01%
200
139
$17.8K 0.01%
301
140
$17.6K 0.01%
108
141
$17K 0.01%
10
142
$15.4K 0.01%
368
-1,480
143
$14.1K 0.01%
265
144
$13.9K 0.01%
142
145
$13.4K 0.01%
88
146
$12.8K 0.01%
35
147
$12.6K 0.01%
100
148
$12.3K 0.01%
116
149
$12.1K 0.01%
200
150
$11.9K 0.01%
+42