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
501
$41.5K 0.01%
3,692
502
$41.1K 0.01%
1,213
503
$40.6K 0.01%
1,152
504
$40.5K 0.01%
404
505
$40.5K 0.01%
664
506
$40.4K 0.01%
600
507
$40.1K 0.01%
798
508
$39.8K 0.01%
2,200
509
$39.8K 0.01%
954
510
$39.2K 0.01%
323
-775
511
$39K 0.01%
900
512
$38.3K 0.01%
842
-143
513
$38.3K 0.01%
749
+109
514
$37.7K 0.01%
666
515
$37.6K 0.01%
8,600
516
$37.6K 0.01%
3,200
517
$37.5K 0.01%
1,604
518
$37.3K 0.01%
476
519
$37.2K 0.01%
1,250
520
$37.2K 0.01%
8,747
521
$36.6K 0.01%
17,950
522
$35.9K 0.01%
1,000
523
$35.7K 0.01%
372
524
$35.6K 0.01%
5,400
525
$35.4K 0.01%
4,525
19 20
21
22 23