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
$156M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2M
3
+$1.58M
4
ADBE icon
Adobe
ADBE
+$1.36M
5
CRM icon
Salesforce
CRM
+$843K

Top Sells

1
+$5.06M
2
+$4.37M
3
+$3.38M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.23M
5
PYPL icon
PayPal
PYPL
+$1.66M

Sector Composition

1 Technology 23.26%
2 Financials 15.73%
3 Healthcare 11.19%
4 Communication Services 7.13%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$657 ﹤0.01%
403
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6
178
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4
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