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 Buys

1
+$2.21M
2
+$1.26M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$903K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$901K

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
301
$214K 0.05%
1,762
+300
302
$209K 0.05%
2,920
+107
303
$207K 0.05%
8,877
304
$207K 0.05%
2,825
305
$203K 0.04%
2,833
+106
306
$202K 0.04%
15,000
307
$202K 0.04%
2,024
308
$200K 0.04%
1,770
309
$199K 0.04%
700
310
$197K 0.04%
26,775
311
$196K 0.04%
1,860
312
$195K 0.04%
4,237
-433
313
$195K 0.04%
2,157
314
$191K 0.04%
6,043
315
$191K 0.04%
3,500
316
$187K 0.04%
660
+61
317
$186K 0.04%
2,667
318
$181K 0.04%
875
319
$180K 0.04%
4,428
+190
320
$178K 0.04%
2,925
-250
321
$177K 0.04%
1,482
+58
322
$175K 0.04%
19,507
323
$175K 0.04%
1,658
324
$172K 0.04%
1,554
+63
325
$172K 0.04%
300
11 12
13
14 15