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
$134M
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$950K
3 +$623K
4
CHH icon
Choice Hotels
CHH
+$599K
5
ZETA icon
Zeta Global
ZETA
+$293K

Sector Composition

1 Technology 19.12%
2 Financials 17.95%
3 Healthcare 12.47%
4 Consumer Discretionary 7.6%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-15
177
-65,826
178
-803
179
-192
180
-800
181
-331
182
-130