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
$237M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.39M
3
+$388K
4
KMX icon
CarMax
KMX
+$285K
5
AMT icon
American Tower
AMT
+$230K

Top Sells

1
+$2.79M
2
+$2.34M
3
+$1.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
5
AAPL icon
Apple
AAPL
+$290K

Sector Composition

1 Technology 25.05%
2 Financials 14.65%
3 Healthcare 10.01%
4 Consumer Discretionary 7.61%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.61K ﹤0.01%
66
177
$3.33K ﹤0.01%
26
178
$2.85K ﹤0.01%
98
179
$2.67K ﹤0.01%
340
180
$1.64K ﹤0.01%
12
181
$1.5K ﹤0.01%
118
182
$1.43K ﹤0.01%
+200
183
$1.39K ﹤0.01%
8
184
$1.27K ﹤0.01%
154
185
$1.22K ﹤0.01%
260
186
$1.17K ﹤0.01%
50
187
$1.17K ﹤0.01%
20
-5
188
$1.15K ﹤0.01%
403
189
$1.09K ﹤0.01%
6
190
$1.08K ﹤0.01%
45
191
$1.06K ﹤0.01%
10
+5
192
$871 ﹤0.01%
38
193
$739 ﹤0.01%
+20
194
$722 ﹤0.01%
25
195
$699 ﹤0.01%
30
196
$651 ﹤0.01%
+10
197
$640 ﹤0.01%
66
198
$561 ﹤0.01%
50
199
$380 ﹤0.01%
15
200
$312 ﹤0.01%
+4
5 6 7
8
9