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
926
$671 ﹤0.01%
10
927
$630 ﹤0.01%
100
928
$625 ﹤0.01%
65
929
$595 ﹤0.01%
10
930
$582 ﹤0.01%
20
931
$563 ﹤0.01%
28
932
$561 ﹤0.01%
24
933
$550 ﹤0.01%
20
-1,819
934
$526 ﹤0.01%
7
935
$507 ﹤0.01%
8
936
$493 ﹤0.01%
28
937
$469 ﹤0.01%
138
938
$447 ﹤0.01%
21
939
$371 ﹤0.01%
22
940
$334 ﹤0.01%
8
941
$324 ﹤0.01%
8
942
$293 ﹤0.01%
23
943
$272 ﹤0.01%
30
944
$263 ﹤0.01%
1
945
$245 ﹤0.01%
556
946
$240 ﹤0.01%
20
947
$221 ﹤0.01%
5
948
$205 ﹤0.01%
4
949
$189 ﹤0.01%
+8
950
$164 ﹤0.01%
7