IRAG
Investment Research & Advisory Group Portfolio holdings
AUM
$268M
1-Year Return
19.54%
This Quarter Return
+10.48%
1 Year Return
+19.54%
3 Year Return
+97.24%
5 Year Return
+143.47%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.2%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$34.2M |
| 2 |
Apple
AAPL
|
$7.25M |
| 3 |
Microsoft
MSFT
|
$4.23M |
| 4 |
Mastercard
MA
|
$4.2M |
| 5 |
Visa
V
|
$3.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Technology | 14.73% |
| 3 | Consumer Discretionary | 8.64% |
| 4 | Healthcare | 7.13% |
| 5 | Communication Services | 6.13% |
