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 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
76
$1.25M 0.27%
48,168
+1,592
77
$1.24M 0.27%
14,348
78
$1.22M 0.27%
42,205
79
$1.18M 0.26%
19,987
-99
80
$1.17M 0.26%
12,084
81
$1.16M 0.25%
18,948
-1,452
82
$1.15M 0.25%
13,752
83
$1.15M 0.25%
15,689
+5,004
84
$1.15M 0.25%
25,557
-85
85
$1.14M 0.25%
26,015
+8,584
86
$1.14M 0.25%
45,225
+300
87
$1.13M 0.25%
67,306
+500
88
$1.12M 0.25%
10,964
+75
89
$1.12M 0.24%
7,650
-350
90
$1.1M 0.24%
6,643
+8
91
$1.09M 0.24%
21,250
+175
92
$1.09M 0.24%
30,917
+15,300
93
$1.07M 0.23%
6,331
-5,456
94
$1.07M 0.23%
12,052
+11,700
95
$1.06M 0.23%
34,969
-12
96
$1.05M 0.23%
12,991
+125
97
$1.04M 0.23%
9,176
98
$1.04M 0.23%
9,950
-2,466
99
$1.04M 0.23%
46,239
+650
100
$1.04M 0.23%
12,437
+75