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
$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
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 4.3%
4 Industrials 3.54%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.35%
23,217
-137
52
$1.6M 0.35%
77,057
-18
53
$1.6M 0.35%
34,893
+175
54
$1.59M 0.35%
17,993
55
$1.55M 0.34%
8,303
-100
56
$1.5M 0.33%
67,146
-91
57
$1.49M 0.33%
15,323
-3,275
58
$1.49M 0.33%
10,939
+5,150
59
$1.48M 0.32%
38,907
+100
60
$1.46M 0.32%
32,420
+757
61
$1.43M 0.31%
31,219
-29
62
$1.41M 0.31%
17,150
+200
63
$1.41M 0.31%
10,290
-509
64
$1.39M 0.3%
25,566
-4
65
$1.36M 0.3%
21,707
+115
66
$1.35M 0.3%
1,423
67
$1.33M 0.29%
14,334
68
$1.33M 0.29%
19,608
-377
69
$1.31M 0.29%
20,706
+125
70
$1.29M 0.28%
4,322
71
$1.28M 0.28%
26,623
+4,365
72
$1.27M 0.28%
19,203
-16
73
$1.27M 0.28%
2,555
-413
74
$1.26M 0.28%
14,044
75
$1.26M 0.28%
+17,150
1 2
3
4 5