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
626
$17.1K ﹤0.01%
109
627
$17.1K ﹤0.01%
2,315
628
$16.7K ﹤0.01%
1,400
629
$16.7K ﹤0.01%
605
630
$16.6K ﹤0.01%
335
631
$16.4K ﹤0.01%
100
632
$16.3K ﹤0.01%
1,900
633
$16.2K ﹤0.01%
7,403
634
$16.1K ﹤0.01%
670
635
$16K ﹤0.01%
269
636
$16K ﹤0.01%
1,109
637
$15.7K ﹤0.01%
432
638
$15.6K ﹤0.01%
80
+9
639
$15.6K ﹤0.01%
48
640
$15.3K ﹤0.01%
1,200
641
$15.1K ﹤0.01%
255
642
$14.9K ﹤0.01%
1,004
643
$14.9K ﹤0.01%
173
644
$14.7K ﹤0.01%
300
645
$14.7K ﹤0.01%
1,800
646
$14.5K ﹤0.01%
2,000
647
$14.4K ﹤0.01%
320
648
$14.4K ﹤0.01%
93
649
$14.3K ﹤0.01%
1,650
650
$14K ﹤0.01%
+50