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
$217M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.16M
3
+$2.05M
4
OTIS icon
Otis Worldwide
OTIS
+$1.75M
5
VEEV icon
Veeva Systems
VEEV
+$1.44M

Top Sells

1
+$2.83M
2
+$1.82M
3
+$1.73M
4
DAL icon
Delta Air Lines
DAL
+$1.62M
5
BND icon
Vanguard Total Bond Market
BND
+$1.29M

Sector Composition

1 Technology 23.59%
2 Financials 15.5%
3 Healthcare 10.02%
4 Communication Services 8.55%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.9K 0.01%
28
152
$9.63K ﹤0.01%
192
-511
153
$9.5K ﹤0.01%
109
154
$9.45K ﹤0.01%
58
155
$9.06K ﹤0.01%
+61
156
$8.78K ﹤0.01%
45
157
$8.71K ﹤0.01%
+200
158
$8.29K ﹤0.01%
98
-26
159
$7.74K ﹤0.01%
79
160
$6.91K ﹤0.01%
25
+1
161
$6.7K ﹤0.01%
258
162
$6.54K ﹤0.01%
100
163
$6.23K ﹤0.01%
116
164
$6.08K ﹤0.01%
23
165
$5.95K ﹤0.01%
281
166
$5.82K ﹤0.01%
133
+1
167
$5.17K ﹤0.01%
143
168
$5.15K ﹤0.01%
142
169
$5.11K ﹤0.01%
64
170
$5.06K ﹤0.01%
66
171
$4.2K ﹤0.01%
100
172
$4.02K ﹤0.01%
360
+1
173
$3.82K ﹤0.01%
66
174
$3.81K ﹤0.01%
66
175
$3.66K ﹤0.01%
10
5 6
7
8 9