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 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
251
$333K 0.07%
16,550
252
$326K 0.07%
6,165
-886
253
$323K 0.07%
1,379
-293
254
$322K 0.07%
10,207
255
$322K 0.07%
18,929
+200
256
$318K 0.07%
30,106
257
$318K 0.07%
1,868
258
$314K 0.07%
12,408
259
$308K 0.07%
29,711
+325
260
$308K 0.07%
6,795
261
$307K 0.07%
9,925
262
$306K 0.07%
14,000
263
$301K 0.07%
5,888
-20,094
264
$298K 0.07%
11,529
265
$293K 0.06%
636
266
$292K 0.06%
10,900
267
$292K 0.06%
18,581
+40
268
$288K 0.06%
7,275
269
$287K 0.06%
25,541
-10
270
$280K 0.06%
4,262
271
$280K 0.06%
16,156
272
$277K 0.06%
63,332
-400
273
$276K 0.06%
33,950
-250
274
$267K 0.06%
25,785
275
$265K 0.06%
1,561