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
376
$110K 0.02%
1,000
377
$110K 0.02%
546
378
$109K 0.02%
393
379
$108K 0.02%
4,493
-35
380
$107K 0.02%
3,135
381
$106K 0.02%
5,350
382
$106K 0.02%
386
383
$102K 0.02%
810
+151
384
$102K 0.02%
11,200
385
$101K 0.02%
4,000
386
$99.8K 0.02%
13,050
387
$97.8K 0.02%
1,000
388
$95.8K 0.02%
5,500
389
$95.7K 0.02%
1,137
390
$95.3K 0.02%
459
391
$95.2K 0.02%
315
392
$95K 0.02%
2,150
393
$94.6K 0.02%
6,150
394
$94.5K 0.02%
2,086
395
$94.3K 0.02%
191
396
$92.8K 0.02%
1,578
397
$92.2K 0.02%
221
398
$91.6K 0.02%
1,800
399
$91.4K 0.02%
8,822
400
$90.7K 0.02%
1,909
+1,067