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
$458M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.26M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$903K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$901K

Top Sells

1
+$2.24M
2
+$1.61M
3
+$1.55M
4
BBY icon
Best Buy
BBY
+$1.17M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.03M

Sector Composition

1 Financials 7.93%
2 Consumer Discretionary 7.34%
3 Technology 4.23%
4 Industrials 3.6%
5 Materials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$423K 0.09%
20,375
-250
227
$422K 0.09%
8,318
228
$421K 0.09%
7,282
+34
229
$420K 0.09%
25,701
-250
230
$420K 0.09%
36,075
231
$418K 0.09%
26,885
232
$418K 0.09%
19,817
-50
233
$414K 0.09%
22,387
+125
234
$409K 0.09%
15,775
235
$403K 0.09%
+3,250
236
$398K 0.09%
1,375
237
$396K 0.09%
1,439
238
$395K 0.09%
28,998
239
$392K 0.09%
30,385
+300
240
$389K 0.08%
9,263
-75
241
$382K 0.08%
3,700
242
$382K 0.08%
4,890
243
$381K 0.08%
5,749
244
$371K 0.08%
12,245
245
$364K 0.08%
2,243
246
$362K 0.08%
5,100
-380
247
$352K 0.08%
39,725
+450
248
$348K 0.08%
28,623
249
$347K 0.08%
4,475
250
$344K 0.08%
11,118
8 9
10
11 12