IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+7.15%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$428M
AUM Growth
+$13.4M
(+3.2%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
1,112
New
49
Increased
167
Reduced
245
Closed
82
Top Buys
| 1 |
Albemarle
ALB
|
+$852K |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
+$569K |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$537K |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
+$536K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$352K |
Top Sells
| 1 |
Marathon Petroleum
MPC
|
+$1.54M |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.54M |
| 3 |
Apollo Global Management
APO
|
+$1.53M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.39M |
| 5 |
IBM
IBM
|
+$982K |
Sector Composition
| 1 | Financials | 8.86% |
| 2 | Consumer Discretionary | 8.01% |
| 3 | Technology | 4.6% |
| 4 | Industrials | 4.55% |
| 5 | Materials | 3.6% |
