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
$196M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.3M
3
+$168K
4
LLY icon
Eli Lilly
LLY
+$97.9K
5
GE icon
GE Aerospace
GE
+$96.8K

Top Sells

1
+$913K
2
+$818K
3
+$728K
4
DIS icon
Walt Disney
DIS
+$486K
5
BDX icon
Becton Dickinson
BDX
+$367K

Sector Composition

1 Technology 23.92%
2 Financials 15.4%
3 Healthcare 8.85%
4 Communication Services 7.48%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.67K ﹤0.01%
58
152
$7.89K ﹤0.01%
+122
153
$7.84K ﹤0.01%
79
154
$7.36K ﹤0.01%
740
+260
155
$7.22K ﹤0.01%
24
156
$7.19K ﹤0.01%
100
157
$6.66K ﹤0.01%
258
158
$6.5K ﹤0.01%
250
159
$5.24K ﹤0.01%
+55
160
$5.24K ﹤0.01%
23
161
$5.18K ﹤0.01%
142
162
$5.08K ﹤0.01%
66
163
$5.06K ﹤0.01%
143
164
$4.88K ﹤0.01%
132
165
$4.82K ﹤0.01%
64
166
$4.7K ﹤0.01%
116
167
$4.66K ﹤0.01%
281
168
$4.46K ﹤0.01%
+100
169
$4.03K ﹤0.01%
+98
170
$3.91K ﹤0.01%
+69
171
$3.83K ﹤0.01%
359
172
$3.77K ﹤0.01%
100
173
$3.68K ﹤0.01%
33
+7
174
$3.62K ﹤0.01%
66
175
$3.56K ﹤0.01%
38
5 6
7
8 9