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
526
$35.4K 0.01%
309
527
$35.4K 0.01%
67
528
$35.1K 0.01%
744
529
$34.6K 0.01%
757
-2,615
530
$34.3K 0.01%
259
531
$34.1K 0.01%
282
532
$34K 0.01%
822
533
$33.8K 0.01%
5,500
534
$33.7K 0.01%
251
535
$33.6K 0.01%
340
+213
536
$33.4K 0.01%
424
537
$32.2K 0.01%
2,700
538
$32.2K 0.01%
1,458
539
$32.2K 0.01%
673
-1,210
540
$32K 0.01%
124
541
$31.9K 0.01%
210
542
$31.5K 0.01%
282
-350
543
$31.1K 0.01%
205
544
$30.9K 0.01%
432
545
$29.8K 0.01%
928
546
$29.2K 0.01%
717
-2,013
547
$29.1K 0.01%
181
+31
548
$28.8K 0.01%
75
549
$28.8K 0.01%
3,471
-2,500
550
$28.3K 0.01%
700
20 21
22
23 24