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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$384K 0.08%
21,669
227
$379K 0.07%
44,683
228
$378K 0.07%
10,375
-300
229
$378K 0.07%
12,476
230
$376K 0.07%
11,118
231
$373K 0.07%
1,195
+1,150
232
$371K 0.07%
1,216
+323
233
$371K 0.07%
2,426
234
$370K 0.07%
12,365
235
$369K 0.07%
7,087
+2,507
236
$368K 0.07%
1,542
-701
237
$368K 0.07%
11,350
238
$357K 0.07%
4,756
-17,579
239
$356K 0.07%
15,525
240
$354K 0.07%
4,768
241
$353K 0.07%
10,207
242
$352K 0.07%
2,734
+978
243
$351K 0.07%
2,291
+810
244
$345K 0.07%
33,625
245
$344K 0.07%
2,186
+2,175
246
$337K 0.07%
9,166
247
$335K 0.07%
30,906
+800
248
$328K 0.06%
11,925
249
$326K 0.06%
28,445
250
$324K 0.06%
1,109
-23
8 9
10
11 12