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
251
$347K 0.08%
7,014
252
$341K 0.08%
29,386
253
$340K 0.08%
1,672
254
$338K 0.08%
14,000
255
$338K 0.08%
16,550
256
$334K 0.08%
5,749
257
$334K 0.08%
24,708
258
$332K 0.08%
28,998
259
$331K 0.08%
3,700
260
$328K 0.08%
11,118
261
$328K 0.08%
2,243
+42
262
$326K 0.08%
2,475
263
$318K 0.07%
18,729
-200
264
$317K 0.07%
10,207
265
$315K 0.07%
10,900
266
$309K 0.07%
5,800
267
$307K 0.07%
28,623
-4,402
268
$300K 0.07%
2,527
269
$297K 0.07%
4,475
270
$293K 0.07%
4,071
271
$287K 0.07%
11,529
-263
272
$286K 0.07%
6,795
273
$284K 0.07%
1,723
274
$284K 0.07%
4,890
275
$280K 0.07%
1,789
9 10
11
12 13