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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$34.2M
2 +$7.25M
3 +$4.23M
4
MA icon
Mastercard
MA
+$4.2M
5
V icon
Visa
V
+$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.51%
2 Technology 14.73%
3 Consumer Discretionary 8.64%
4 Healthcare 7.13%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$6K 0.01%
+435
177
$5K ﹤0.01%
+220
178
$4K ﹤0.01%
+64
179
$3K ﹤0.01%
+111
180
$3K ﹤0.01%
+98
181
$2K ﹤0.01%
+23
182
$2K ﹤0.01%
+15
183
$1K ﹤0.01%
+3
184
$1K ﹤0.01%
+15
185
$1K ﹤0.01%
+5
186
$1K ﹤0.01%
+10
187
$0 ﹤0.01%
+5
188
$0 ﹤0.01%
+1