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
676
$10.6K ﹤0.01%
791
677
$10.6K ﹤0.01%
1,300
678
$10.5K ﹤0.01%
354
679
$10.5K ﹤0.01%
124
680
$10.4K ﹤0.01%
232
-40
681
$10.3K ﹤0.01%
193
682
$10.3K ﹤0.01%
1,500
683
$9.97K ﹤0.01%
1,520
684
$9.91K ﹤0.01%
101
685
$9.89K ﹤0.01%
210
686
$9.74K ﹤0.01%
70
687
$9.62K ﹤0.01%
66
688
$9.55K ﹤0.01%
271
689
$9.37K ﹤0.01%
33
690
$9.33K ﹤0.01%
320
691
$9.28K ﹤0.01%
400
692
$9.2K ﹤0.01%
110
693
$9.13K ﹤0.01%
300
694
$9.13K ﹤0.01%
300
695
$9.1K ﹤0.01%
800
696
$9.07K ﹤0.01%
29
697
$8.93K ﹤0.01%
155
698
$8.86K ﹤0.01%
248
699
$8.71K ﹤0.01%
123
700
$8.68K ﹤0.01%
145
-1,427