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
$237M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.39M
3
+$388K
4
KMX icon
CarMax
KMX
+$285K
5
AMT icon
American Tower
AMT
+$230K

Top Sells

1
+$2.79M
2
+$2.34M
3
+$1.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 25.05%
2 Financials 14.65%
3 Healthcare 10.01%
4 Consumer Discretionary 7.61%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.9K ﹤0.01%
116
152
$10.4K ﹤0.01%
+1,848
153
$10.4K ﹤0.01%
287
154
$10.3K ﹤0.01%
194
155
$10.1K ﹤0.01%
200
156
$9.81K ﹤0.01%
109
157
$9.38K ﹤0.01%
61
158
$9.36K ﹤0.01%
120
159
$8.23K ﹤0.01%
16
160
$7.83K ﹤0.01%
258
161
$7.79K ﹤0.01%
74
162
$7.6K ﹤0.01%
28
163
$7.15K ﹤0.01%
45
164
$6.97K ﹤0.01%
100
165
$6.96K ﹤0.01%
281
166
$6.7K ﹤0.01%
100
167
$6.58K ﹤0.01%
98
168
$5.88K ﹤0.01%
66
169
$5.37K ﹤0.01%
142
170
$5.17K ﹤0.01%
134
171
$4.49K ﹤0.01%
100
172
$4.28K ﹤0.01%
124
173
$3.96K ﹤0.01%
14
174
$3.88K ﹤0.01%
66
175
$3.69K ﹤0.01%
14
5 6
7
8 9