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Home > Institutional Investor > Investment Research & Advisory Group, Inc. > Profile

Instuitional Investor - Investment Research & Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Investment Research & Advisory Group, Inc.
Portfolio Value $195,919,775
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 99,093 $43,283,779 22.09%
2.
Apple Inc.
 AAPL 85,345 $16,431,429 8.38%
3.
Microsoft Corp
 MSFT 26,179 $9,844,173 5.02%
4.
Amazon Com Inc
 AMZN 40,479 $6,150,379 3.13%
5.
Alphabet Inc.
 GOOG 43,224 $6,037,961 3.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)