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
$156M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2M
3
+$1.58M
4
ADBE icon
Adobe
ADBE
+$1.36M
5
CRM icon
Salesforce
CRM
+$843K

Top Sells

1
+$5.06M
2
+$4.37M
3
+$3.38M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.23M
5
PYPL icon
PayPal
PYPL
+$1.66M

Sector Composition

1 Technology 23.26%
2 Financials 15.73%
3 Healthcare 11.19%
4 Communication Services 7.13%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.38K ﹤0.01%
100
152
$6.86K ﹤0.01%
50
153
$6.73K ﹤0.01%
98
154
$6.7K ﹤0.01%
23
155
$5.45K ﹤0.01%
142
156
$4.96K ﹤0.01%
130
157
$4.88K ﹤0.01%
143
158
$4.82K ﹤0.01%
205
159
$4.74K ﹤0.01%
66
160
$4.66K ﹤0.01%
23
161
$4.58K ﹤0.01%
64
162
$4.29K ﹤0.01%
66
163
$3.98K ﹤0.01%
66
164
$3.89K ﹤0.01%
100
165
$3.62K ﹤0.01%
66
166
$3.21K ﹤0.01%
166
+7
167
$2.95K ﹤0.01%
260
-8
168
$2.86K ﹤0.01%
14
169
$2.74K ﹤0.01%
+26
170
$2.72K ﹤0.01%
448
171
$2.54K ﹤0.01%
98
172
$2.29K ﹤0.01%
10
173
$1.63K ﹤0.01%
+50
174
$1.17K ﹤0.01%
118
175
$744 ﹤0.01%
8
-12,482
5 6
7
8 9