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Investment Research & Advisory Group, Inc.

Q1 2022 Holdings

Filed 2022-04-25 | 186 holdings | $3.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Etsy Inc(ETSY)COM29786A106$1120.0%
Liberty Broadband Co(LBRDK)COM SER C530307305$2140.0%
Caterpillar Inc(CAT)COM149123101$2100.0%
Xeris Pharmaceuticals inCOM98422L107$28030.0%
MFA Finl, Inc.COM55272X102$24720.0%
Enterprise Prods Part LP(EPD)COM293792107$3980.0%
Energy Select Sector(XLE)SPDR ETF81369Y506$4560.0%
Porch Group Inc(PRCH)COM733245104$45950.0%
Corteva Inc(CTVA)COM22052L104$4660.0%
Spdr Index Shares Emerg Markt(SPEM)SHS PORTFOLIO EMG MK78463X509$4930.0%
Vanguard Mid Cap ETF(VO)MID CAP ETF922908629$4160.0%
DOW Inc(DOW)COM260557103$4660.0%
LPL Finl Hldgs(LPLA)COM50212V100$4230.0%
Draftkings Inc(DKNG1USD)COM CL A26142R104$41930.0%
Harley Davidson Inc(HOG)COM412822108$51280.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$5640.0%
Dupont de Nemours Inc(DD)COM26614N102$5660.0%
Verizon Communicatn(VZ)COM92343V104$51000.0%
Select Sector Industrialspdr ETF IV(XLI)SBDR SBI INT-INDS81369Y704$6590.0%
Ishares US Financial SER ETF(IYG)US FIN SVC ETF464287770$6320.0%
Peloton Interactive Inc(PTON)CL A70614W100$72600.0%
Service Pptys TR REIT(SVC)COM SH BEN INT81761L102$78000.0%
Organon & Co(OGN)COM68622V106$72050.0%
Ishares Russell 1000 Growth(IWF)RUS 1000 GRW ETF464287614$8300.0%
Cree, IncCOM225447101$8660.0%
Western Alliance BNC(WAL)COM957638109$8910.0%
Vericel Corp(VCEL)COM92346J108$82110.0%
Spdr Portfolio Dvlpd Wrld Ex-USA(SPDW)SHS PORTFOLIO DEVLPD78463X889$82320.0%
Catalent Inc(CTLTEUR)COM148806102$9810.0%
Zebra Technologies(ZBRA)CL A989207105$9210.0%
Lithia Motors Inc(LAD)COM536797103$10320.0%
Descartes SYS Group(DSGX)COM249906108$101320.0%
Eagle Materials Inc(EXP)COM26969P108$10760.0%
Emerson Electric Co(EMR)COM291011104$101000.0%
Old Dominion Freight(ODFL)COM679580100$10330.0%
Wendys Co(WEN)COM95058W100$114780.0%
O Reilly Automotive(ORLY)COM67103H107$11160.0%
Medtronic PLC(MDT)SHSG5960L103$121090.0%
Murphy USA Inc(MUSA)COM626755102$12610.0%
Prudential Finl(PRU)COM744320102$121000.0%
Vanguard Shrt INF Prot SEC Index ETF(VTIP)SHORT TRM IDX ETF922020805$132450.0%
Ishares Core Msci Europe ETF(IEUR)CORE MSCI EURO46434V738$132460.0%
Gartner Inc(IT)COM366651107$13430.0%
Hlthcare Realty TR REITCOM421946104$145000.0%
Penn Ntnl Gaming(PENN)COM707569109$153590.0%
Pepsico Inc(PEP)COM713448108$15880.0%
Communicat SVS Slct SEC(XLC)SPDR ETF81369Y852$162360.0%
Service NOW Inc(NOW)COM81762P102$16280.0%
Cisco Systems Inc(CSCO)COM17275R102$173010.0%
Spdr Fund Consumer Discre SEL(XLY)SPDR CONS DISCR81369Y407$17940.0%
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