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
401
$90.3K 0.02%
4,327
402
$90K 0.02%
362
403
$89.9K 0.02%
332
404
$89.9K 0.02%
3,150
405
$89.5K 0.02%
935
+522
406
$87.7K 0.02%
17,267
407
$86.9K 0.02%
458
-473
408
$86.9K 0.02%
18,600
409
$86.4K 0.02%
718
+402
410
$86.4K 0.02%
615
+344
411
$86K 0.02%
10,900
412
$86K 0.02%
951
413
$85.7K 0.02%
546
414
$85.6K 0.02%
650
415
$84.7K 0.02%
27,135
416
$84.2K 0.02%
10,206
+40
417
$82.4K 0.02%
1,067
418
$82.2K 0.02%
497
419
$81.6K 0.02%
454
420
$80.5K 0.02%
1,072
421
$80.3K 0.02%
1,399
+63
422
$80.2K 0.02%
11,000
423
$79.9K 0.02%
1,084
424
$79.1K 0.02%
6,817
425
$79K 0.02%
6,100
15 16
17
18 19