IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$363K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$961K
3
+$953K
4
VLY icon
Valley National Bancorp
VLY
+$725K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$676K

Top Sells

1
+$1.22M
2
+$1.07M
3
+$1.07M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$730K
5
PPC icon
Pilgrim's Pride
PPC
+$685K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 7.35%
3 Technology 4.44%
4 Industrials 3.71%
5 Materials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.37%
12,451
-468
52
$1.55M 0.36%
31,237
-9,475
53
$1.53M 0.36%
14,727
-39
54
$1.52M 0.35%
77,075
-112
55
$1.48M 0.35%
23,354
-1,253
56
$1.46M 0.34%
17,993
57
$1.45M 0.34%
18,598
+6,300
58
$1.43M 0.33%
74,953
-1,910
59
$1.43M 0.33%
31,248
-101
60
$1.41M 0.33%
67,237
61
$1.38M 0.32%
34,718
62
$1.34M 0.31%
2,968
-150
63
$1.31M 0.31%
38,807
-225
64
$1.31M 0.31%
31,663
65
$1.31M 0.31%
25,570
-289
66
$1.28M 0.3%
21,592
+875
67
$1.23M 0.29%
39,771
68
$1.23M 0.29%
14,334
-31
69
$1.23M 0.29%
8,977
70
$1.22M 0.29%
19,985
-115
71
$1.22M 0.28%
25,982
-114
72
$1.21M 0.28%
19,219
73
$1.21M 0.28%
6,635
-45
74
$1.21M 0.28%
12,416
75
$1.19M 0.28%
25,642
1 2
3
4 5