IRC
Investors Research Corp Portfolio holdings
AUM $510M
1-Year Return
11.61%
This Quarter Return
+6.69%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$510M
AUM Growth
+$48.3M
(+10%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
95
Closed
59
Top Buys
| 1 |
Microchip Technology
MCHP
|
+$1.8M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.35M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.29M |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
+$1.25M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$1.24M |
Top Sells
| 1 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$1.32M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.15M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.07M |
| 4 |
SpartanNash
SPTN
|
+$950K |
| 5 |
Telefônica Brasil
VIV
|
+$853K |
Sector Composition
| 1 | Financials | 6.05% |
| 2 | Consumer Discretionary | 5.14% |
| 3 | Technology | 4.56% |
| 4 | Materials | 3.03% |
| 5 | Energy | 2.73% |
