IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$363K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$961K
3
+$953K
4
VLY icon
Valley National Bancorp
VLY
+$725K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$676K

Top Sells

1
+$1.22M
2
+$1.07M
3
+$1.07M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$730K
5
PPC icon
Pilgrim's Pride
PPC
+$685K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 7.35%
3 Technology 4.36%
4 Industrials 3.79%
5 Materials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$415K 0.1%
19,810
227
$411K 0.1%
36,075
-6,800
228
$410K 0.1%
29,467
229
$410K 0.1%
8,947
230
$397K 0.09%
94,222
-2,578
231
$395K 0.09%
8,318
-12,057
232
$394K 0.09%
5,430
+635
233
$393K 0.09%
24,191
-375
234
$391K 0.09%
6,175
235
$388K 0.09%
20,625
236
$388K 0.09%
1,675
237
$386K 0.09%
26,885
238
$381K 0.09%
8,369
-1,100
239
$380K 0.09%
14,050
240
$378K 0.09%
30,106
241
$377K 0.09%
12,245
-300
242
$372K 0.09%
1,868
-842
243
$371K 0.09%
15,775
-500
244
$370K 0.09%
5,480
245
$356K 0.08%
1,439
246
$356K 0.08%
18,541
-300
247
$356K 0.08%
8,562
+7,775
248
$355K 0.08%
7,248
249
$354K 0.08%
12,408
250
$348K 0.08%
7,051
+1,829
8 9
10
11 12