Investment Research & Advisory Group, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 336,593
- Description
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- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 335 | 336,593 | 13F-HR | Investment Research & Advisory Group, Inc. |
| Q2 2026 | 7/23/2026 | 315 | 323,906 | 13F-HR | Investment Research & Advisory Group, Inc. |
| Q1 2026 | 4/20/2026 | 280 | 286,308 | 13F-HR | Investment Research & Advisory Group, Inc. |
| 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 | 225.8 K | 67.1% | 8.697 K | 0 | 8.697 K |
| ETFs | 110.6 K | 32.9% | 4.013 K | 0 | 4.013 K |
| Debt | 105 | 0.0% | 0 | 18 | -18 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
336,593
Holdings
335
QoQ value change ($000)
12,687
(3.9%)
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.