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
+$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$557K
3 +$487K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$273K
5
MHK icon
Mohawk Industries
MHK
+$134K

Sector Composition

1 Financials 19.38%
2 Technology 17.24%
3 Consumer Discretionary 10.47%
4 Healthcare 9.52%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-19
177
-41
178
-31
179
-92
180
-10,398
181
-533
182
-60