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
$354M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.29M
3
+$1.27M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.24M

Top Sells

1
+$2.19M
2
+$2.07M
3
+$1.11M
4
NLSN
Nielsen Holdings plc
NLSN
+$975K
5
INFR
Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF
INFR
+$941K

Sector Composition

1 Financials 9.38%
2 Consumer Discretionary 8.59%
3 Technology 6.91%
4 Industrials 6.05%
5 Materials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$0 ﹤0.01%
35
1027
– –
-1,350
1028
$0 ﹤0.01%
89
1029
$0 ﹤0.01%
1
1030
$0 ﹤0.01%
21
1031
$0 ﹤0.01%
75
1032
$0 ﹤0.01%
5
+1
1033
$0 ﹤0.01%
20
1034
– –
-6,950
1035
$0 ﹤0.01%
1
1036
$0 ﹤0.01%
8
1037
$0 ﹤0.01%
3
1038
$0 ﹤0.01%
30
1039
$0 ﹤0.01%
3
1040
$0 ﹤0.01%
1
1041
$0 ﹤0.01%
+2
1042
$0 ﹤0.01%
66
1043
– –
-714
1044
– –
-2,000
1045
$0 ﹤0.01%
+5
1046
– –
-151
1047
– –
-25
1048
$0 ﹤0.01%
85
1049
$0 ﹤0.01%
1
1050
$0 ﹤0.01%
1
40 41
42
43 44