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
1001
– –
-312
1002
– –
-6
1003
– –
-13,926
1004
– –
-46
1005
– –
-11,950
1006
– –
-50
1007
– –
-8
1008
– –
-2,138
1009
– –
-15
1010
– –
-34
1011
– –
-500
1012
– –
-4,900
1013
– –
-325
1014
– –
-21
1015
– –
-43
1016
– –
-642
1017
– –
-34
1018
– –
-956
1019
– –
-402
1020
– –
-13,575
1021
– –
-59
1022
– –
-7,014
1023
– –
-90
1024
– –
-29
1025
– –
-338
39 40
41
42 43