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
551
$28.2K 0.01%
1,400
552
$27.9K 0.01%
2,500
553
$27.8K 0.01%
522
554
$27.6K 0.01%
1,201
555
$27.4K 0.01%
1,100
556
$27.3K 0.01%
728
557
$27.2K 0.01%
339
558
$27K 0.01%
112
559
$26.9K 0.01%
238
560
$26.6K 0.01%
1,100
561
$26.6K 0.01%
900
562
$26.4K 0.01%
5,300
563
$26.4K 0.01%
536
564
$25.8K 0.01%
1,200
565
$25.8K 0.01%
600
566
$25.3K 0.01%
109
567
$25.2K 0.01%
405
568
$25.1K 0.01%
249
569
$25K 0.01%
150
570
$24.7K 0.01%
6,100
571
$24.6K 0.01%
610
-20
572
$24.3K 0.01%
1,017
573
$24.3K 0.01%
1,037
574
$24.1K 0.01%
1,160
-17
575
$23.9K 0.01%
204