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
$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
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 4.3%
4 Industrials 3.54%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.68%
57,839
+6,901
27
$2.95M 0.64%
71,620
+21,947
28
$2.91M 0.63%
34,567
+10,398
29
$2.9M 0.63%
30,051
+8,992
30
$2.84M 0.62%
58,183
+175
31
$2.83M 0.62%
180,399
+23,866
32
$2.8M 0.61%
153,416
+21,240
33
$2.62M 0.57%
29,843
34
$2.49M 0.54%
96,842
35
$2.41M 0.53%
41,047
-119
36
$2.4M 0.52%
27,967
-250
37
$2.27M 0.5%
29,681
-20
38
$2.22M 0.48%
30,922
-28
39
$2.21M 0.48%
+44,628
40
$2.1M 0.46%
18,034
-4,924
41
$2.06M 0.45%
34,600
-125
42
$2.02M 0.44%
6,419
-12
43
$1.85M 0.4%
43,171
-308
44
$1.78M 0.39%
42,671
-58
45
$1.75M 0.38%
12,331
-120
46
$1.74M 0.38%
44,229
-8,884
47
$1.67M 0.37%
76,132
+1,179
48
$1.64M 0.36%
31,868
-6,721
49
$1.63M 0.36%
2,787
-1,266
50
$1.62M 0.35%
14,902
+175
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2
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