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
351
$141K 0.03%
3,050
352
$141K 0.03%
11,055
353
$136K 0.03%
1,894
-735
354
$136K 0.03%
813
355
$136K 0.03%
546
356
$135K 0.03%
18,267
357
$135K 0.03%
546
358
$134K 0.03%
873
359
$134K 0.03%
1,604
360
$133K 0.03%
4,911
361
$132K 0.03%
4,064
362
$132K 0.03%
6,820
363
$132K 0.03%
2,552
364
$130K 0.03%
6,314
+330
365
$127K 0.03%
3,764
-300
366
$126K 0.03%
4,600
367
$126K 0.03%
3,280
368
$125K 0.03%
2,238
369
$124K 0.03%
6,701
370
$122K 0.03%
235
371
$115K 0.03%
1,000
-310
372
$115K 0.03%
22,000
373
$114K 0.02%
576
+32
374
$113K 0.02%
2,787
375
$111K 0.02%
3,075