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
$176M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.58M
3
+$1.97M
4
VEEV icon
Veeva Systems
VEEV
+$1.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$910K

Top Sells

1
+$1.91M
2
+$347K
3
+$293K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$250K
5
CHH icon
Choice Hotels
CHH
+$236K

Sector Composition

1 Technology 22.68%
2 Financials 14.92%
3 Healthcare 10.7%
4 Communication Services 7.96%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.54K ﹤0.01%
109
152
$8.37K ﹤0.01%
50
153
$8.23K ﹤0.01%
188
+1
154
$8K ﹤0.01%
58
155
$7.57K ﹤0.01%
257
+91
156
$7.43K ﹤0.01%
79
157
$7.29K ﹤0.01%
+200
158
$7.29K ﹤0.01%
258
159
$6.99K ﹤0.01%
100
160
$6.38K ﹤0.01%
24
161
$6.28K ﹤0.01%
+250
162
$5.74K ﹤0.01%
250
-90
163
$5.56K ﹤0.01%
142
164
$5.47K ﹤0.01%
23
165
$5.1K ﹤0.01%
116
166
$4.96K ﹤0.01%
112
+14
167
$4.92K ﹤0.01%
66
168
$4.92K ﹤0.01%
38
169
$4.8K ﹤0.01%
143
170
$4.62K ﹤0.01%
+196
171
$4.5K ﹤0.01%
468
+350
172
$4.41K ﹤0.01%
64
173
$4.36K ﹤0.01%
132
+1
174
$4.03K ﹤0.01%
+250
175
$3.83K ﹤0.01%
480
5 6
7
8 9