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
$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 6.73%
4 Industrials 6.23%
5 Materials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-2,000
1027
– –
-151
1028
– –
-25
1029
$0 ﹤0.01%
85
1030
$0 ﹤0.01%
1
1031
$0 ﹤0.01%
1
1032
– –
-2,296
1033
– –
-2,452
1034
$0 ﹤0.01%
3
1035
$0 ﹤0.01%
3
1036
– –
-25
1037
$0 ﹤0.01%
1
1038
– –
-2,940
1039
$0 ﹤0.01%
1
1040
$0 ﹤0.01%
29
1041
– –
-1,950
1042
– –
-4
1043
$0 ﹤0.01%
1
1044
– –
-2
1045
$0 ﹤0.01%
8
1046
$0 ﹤0.01%
30
1047
– –
-48
1048
– –
-1,900
1049
– –
0
1050
$0 ﹤0.01%
10
40 41
42
43 44