Investment Research & Advisory Group, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 302,068
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 276 | 302,068 | 13F-HR | Investment Research & Advisory Group, Inc. |
| Q3 2025 | 10/22/2025 | 253 | 295,028 | 13F-HR | Investment Research & Advisory Group, Inc. |
| Q2 2025 | 7/17/2025 | 246 | 268,409 | 13F-HR | Investment Research & Advisory Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 217.8 K | 72.1% | 5.172 K | 0 | 5.172 K |
| ETFs | 84.12 K | 27.8% | 1.868 K | 0 | 1.868 K |
| Debt | 144 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
302,068
Holdings
276
QoQ value change ($000)
7,040
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.