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
326
$169K 0.04%
6,444
327
$169K 0.04%
2,527
328
$169K 0.04%
7,094
329
$166K 0.04%
634
+2
330
$165K 0.04%
17,600
331
$163K 0.04%
18,400
+50
332
$163K 0.04%
1,100
333
$161K 0.04%
22,557
334
$160K 0.04%
3,574
+165
335
$159K 0.03%
11,247
336
$159K 0.03%
3,149
+143
337
$159K 0.03%
1,020
338
$158K 0.03%
7,554
+357
339
$158K 0.03%
6,559
+311
340
$157K 0.03%
2,020
341
$157K 0.03%
1,009
342
$156K 0.03%
1,552
+68
343
$152K 0.03%
3,938
-55
344
$150K 0.03%
13,064
345
$150K 0.03%
27,370
346
$149K 0.03%
14,075
347
$148K 0.03%
1,211
+57
348
$146K 0.03%
741
349
$144K 0.03%
6,486
+1,176
350
$143K 0.03%
2,500
12 13
14
15 16