IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$363K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$961K
3
+$953K
4
VLY icon
Valley National Bancorp
VLY
+$725K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$676K

Top Sells

1
+$1.22M
2
+$1.07M
3
+$1.07M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$730K
5
PPC icon
Pilgrim's Pride
PPC
+$685K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 7.35%
3 Technology 4.44%
4 Industrials 3.71%
5 Materials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.6%
50,938
+5,802
27
$2.52M 0.59%
22,958
-4,854
28
$2.51M 0.59%
29,843
-537
29
$2.5M 0.58%
58,008
-150
30
$2.32M 0.54%
76,068
-1,101
31
$2.31M 0.54%
156,533
+20,117
32
$2.3M 0.54%
96,842
-1,812
33
$2.29M 0.53%
132,176
+16,394
34
$2.24M 0.52%
44,478
-6,032
35
$2.2M 0.51%
41,166
-915
36
$2.14M 0.5%
29,701
-62
37
$2.09M 0.49%
28,217
38
$2.01M 0.47%
30,950
-479
39
$1.98M 0.46%
53,113
-32,761
40
$1.98M 0.46%
21,059
+7,144
41
$1.97M 0.46%
24,169
+8,296
42
$1.91M 0.45%
6,431
-17
43
$1.89M 0.44%
4,053
44
$1.84M 0.43%
49,673
+17,140
45
$1.83M 0.43%
38,589
-1,947
46
$1.79M 0.42%
11,787
47
$1.79M 0.42%
42,729
48
$1.77M 0.41%
34,725
49
$1.69M 0.39%
43,479
50
$1.62M 0.38%
8,403
-25
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2
3 4 5