IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$2.03M
2
+$1.32M
3
+$918K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$868K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$844K

Top Sells

1
+$2.24M
2
+$1.55M
3
+$1.55M
4
BBY icon
Best Buy
BBY
+$1.17M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$982K

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
951
$155 ﹤0.01%
11
952
$145 ﹤0.01%
30
953
$141 ﹤0.01%
24
954
$139 ﹤0.01%
15
955
$113 ﹤0.01%
4
956
$103 ﹤0.01%
2
957
$101 ﹤0.01%
3
-38
958
$96 ﹤0.01%
24
959
$95 ﹤0.01%
100
960
$90 ﹤0.01%
5
961
$86 ﹤0.01%
8
962
$72 ﹤0.01%
8
963
$50 ﹤0.01%
2
964
$48 ﹤0.01%
2
-342
965
$47 ﹤0.01%
10
966
$42 ﹤0.01%
2
967
$29 ﹤0.01%
2
-550
968
$10 ﹤0.01%
5
969
– –
0
970
– –
0
971
$1 ﹤0.01%
22
972
– –
-1,000
973
– –
-125
974
– –
-265
975
– –
-4,100
37 38
39
40 41