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
201
$250 ﹤0.01%
+1
202
$232 ﹤0.01%
20
203
$200 ﹤0.01%
50
204
$177 ﹤0.01%
15
205
$92 ﹤0.01%
1
206
$24 ﹤0.01%
5
207
$9 ﹤0.01%
1
208
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209
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-9
210
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0
215
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217
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219
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-1,000
5 6 7 8
9