IRAG

Investment Research & Advisory Group Portfolio holdings

AUM $286M
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$318K
3
+$171K
4
SBUX icon
Starbucks
SBUX
+$127K
5
CMCSA icon
Comcast
CMCSA
+$113K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$426K
4
IRT icon
Independence Realty Trust
IRT
+$232K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$97K

Sector Composition

1 Financials 20.28%
2 Technology 18.02%
3 Consumer Discretionary 11.23%
4 Healthcare 9.23%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
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