IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-1.81%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$296M
AUM Growth
+$7.21M
(+2.5%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
4.83%
Top 10 Holdings %
Top 10 Hldgs %
10.31%
Holding
1,070
New
47
Increased
110
Reduced
103
Closed
22
Top Buys
| 1 |
First Horizon
FHN
|
+$1.1M |
| 2 |
Telefônica Brasil
VIV
|
+$708K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$666K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$649K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$637K |
Top Sells
| 1 |
Cameco
CCJ
|
+$1.09M |
| 2 |
NRG Energy
NRG
|
+$421K |
| 3 |
NetApp
NTAP
|
+$348K |
| 4 |
PRMW
Primo Water Corporation
PRMW
|
+$229K |
| 5 |
KNL
Knoll, Inc.
KNL
|
+$226K |
Sector Composition
| 1 | Financials | 10.65% |
| 2 | Consumer Discretionary | 10.31% |
| 3 | Technology | 7.44% |
| 4 | Industrials | 6.82% |
| 5 | Materials | 5.72% |
