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
$120M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$265K
2 +$141K
3 +$81K
4
PFNX
Pfenex Inc.
PFNX
+$53K
5
PM icon
Philip Morris
PM
+$45.6K

Top Sells

1 +$1.12M
2 +$434K
3 +$359K
4
MSFT icon
Microsoft
MSFT
+$199K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$103K

Sector Composition

1 Financials 19.08%
2 Technology 18.25%
3 Consumer Discretionary 12.23%
4 Healthcare 9.15%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9
152
-89
153
$0 ﹤0.01%
1
154
-35