IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+0.78%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$354M
AUM Growth
+$23.7M
(+7.2%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
14.47%
Holding
1,143
New
82
Increased
218
Reduced
86
Closed
43
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.34M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.29M |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$1.27M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.24M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.24M |
Top Sells
| 1 |
AbbVie
ABBV
|
+$2.19M |
| 2 |
The Mosaic Company
MOS
|
+$2.07M |
| 3 |
Equinor
EQNR
|
+$1.11M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$975K |
| 5 |
INFR
Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF
INFR
|
+$941K |
Sector Composition
| 1 | Financials | 9.38% |
| 2 | Consumer Discretionary | 8.59% |
| 3 | Technology | 6.91% |
| 4 | Industrials | 6.05% |
| 5 | Materials | 5.43% |
