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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 $241,025,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 90,865 $48,959,157 20.31%
2.
Apple Inc.
 AAPL 82,329 $20,616,702 8.55%
3.
Microsoft Corp
 MSFT 24,285 $10,236,156 4.24%
4.
Nvidia Corp
 NVDA 702,355 $9,431,859 3.91%
5.
Amazon Com Inc
 AMZN 41,448 $9,093,277 3.77%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)