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
276
$264K 0.06%
6,174
277
$263K 0.06%
1,789
278
$259K 0.06%
5,800
279
$258K 0.06%
33,572
280
$257K 0.06%
2,475
281
$256K 0.06%
1,575
282
$253K 0.06%
25,206
283
$249K 0.05%
664
284
$248K 0.05%
816
285
$245K 0.05%
13,575
-300
286
$245K 0.05%
8,078
+246
287
$241K 0.05%
6,175
288
$240K 0.05%
6,500
289
$238K 0.05%
16,300
290
$238K 0.05%
6,631
291
$237K 0.05%
19,874
+46
292
$232K 0.05%
17,125
-600
293
$232K 0.05%
7,077
294
$232K 0.05%
13,832
295
$229K 0.05%
11,523
296
$229K 0.05%
7,400
297
$226K 0.05%
3,567
298
$225K 0.05%
2,835
+91
299
$223K 0.05%
5,985
300
$217K 0.05%
6,925