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 Buys

1
+$2.21M
2
+$1.26M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$903K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$901K

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
1001
– –
-1,600
1002
– –
-50
1003
– –
-63
1004
– –
-11,868
1005
– –
-77
1006
– –
-327
1007
– –
-1,400
1008
– –
-151
1009
– –
-53
1010
– –
-5
1011
– –
-1,000
1012
– –
-4,100
1013
– –
-1,000
1014
– –
-400
1015
– –
-44,478
1016
– –
-1,893
1017
$0 ﹤0.01%
6
1018
– –
-53
1019
– –
-64
1020
– –
-1,350
1021
– –
-500
1022
– –
-6
1023
– –
-13,926
1024
– –
-46
1025
– –
-21
39 40
41
42 43