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
$152M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$1.36M
3 +$739K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$617K
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$333K

Top Sells

1 +$1.33M
2 +$150K
3 +$114K
4
PG icon
Procter & Gamble
PG
+$98.5K
5
MCK icon
McKesson
MCK
+$97K

Sector Composition

1 Financials 19.88%
2 Technology 16.61%
3 Consumer Discretionary 10.76%
4 Healthcare 9.39%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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177
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178
-23
179
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180
-50
181
-51