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
301
$208K 0.05%
816
302
$202K 0.05%
5,985
303
$200K 0.05%
1,770
304
$197K 0.05%
13,832
305
$196K 0.05%
3,567
306
$194K 0.05%
15,000
307
$193K 0.05%
7,077
308
$192K 0.04%
11,523
-200
309
$191K 0.04%
1,800
310
$191K 0.04%
7,400
311
$190K 0.04%
17,725
312
$190K 0.04%
1,658
-15
313
$185K 0.04%
3,175
314
$184K 0.04%
2,813
-1,334
315
$184K 0.04%
4,670
316
$181K 0.04%
2,727
-1,290
317
$181K 0.04%
2,157
318
$181K 0.04%
1,462
+242
319
$178K 0.04%
8,877
320
$176K 0.04%
17,600
321
$176K 0.04%
6,043
322
$171K 0.04%
4,350
323
$171K 0.04%
14,075
324
$170K 0.04%
875
325
$170K 0.04%
11,055
11 12
13
14 15