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
426
$78.3K 0.02%
204
427
$78.2K 0.02%
2,030
428
$77.7K 0.02%
3,145
429
$77.5K 0.02%
1,000
430
$75.7K 0.02%
8,192
+18
431
$75.5K 0.02%
2,071
432
$75.3K 0.02%
785
433
$74.8K 0.02%
+2,253
434
$74K 0.02%
9,198
435
$73.6K 0.02%
1,557
436
$72.2K 0.02%
17,911
437
$72K 0.02%
2,650
438
$71.7K 0.02%
4,276
439
$71.4K 0.02%
593
440
$71.3K 0.02%
2,358
441
$71.2K 0.02%
247
442
$71K 0.02%
362
443
$70.9K 0.02%
343
444
$70.8K 0.02%
800
445
$69.3K 0.02%
11,421
-250
446
$68.5K 0.02%
843
447
$68.3K 0.01%
504
+396
448
$68.1K 0.01%
14,609
-400
449
$67.5K 0.01%
3,731
450
$67.2K 0.01%
1,784