IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-0.64%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$428M
AUM Growth
+$363K
(+0.08%)
Cap. Flow
+$5.75M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
25.6%
Holding
1,105
New
75
Increased
106
Reduced
147
Closed
51
Top Buys
| 1 |
Telus
TU
|
+$1.01M |
| 2 |
Polaris
PII
|
+$961K |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$953K |
| 4 |
Valley National Bancorp
VLY
|
+$725K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$676K |
Top Sells
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.22M |
| 2 |
HNI Corp
HNI
|
+$1.07M |
| 3 |
Kelly Services Class A
KELYA
|
+$1.07M |
| 4 |
WisdomTree US MidCap Fund
EZM
|
+$730K |
| 5 |
Pilgrim's Pride
PPC
|
+$685K |
Sector Composition
| 1 | Financials | 8.64% |
| 2 | Consumer Discretionary | 7.35% |
| 3 | Technology | 4.44% |
| 4 | Industrials | 3.71% |
| 5 | Materials | 3.34% |
