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
$428M
AUM Growth
+$363K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$961K
3
+$953K
4
VLY icon
Valley National Bancorp
VLY
+$725K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$676K

Top Sells

1
+$1.22M
2
+$1.07M
3
+$1.07M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$730K
5
PPC icon
Pilgrim's Pride
PPC
+$685K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 7.35%
3 Technology 4.36%
4 Industrials 3.79%
5 Materials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$222 ﹤0.01%
10
1027
$213 ﹤0.01%
3
1028
$194 ﹤0.01%
30
1029
$186 ﹤0.01%
5
1030
$185 ﹤0.01%
4
1031
$183 ﹤0.01%
166
1032
$175 ﹤0.01%
125
1033
$159 ﹤0.01%
7
1034
$138 ﹤0.01%
11
1035
$133 ﹤0.01%
8
1036
$117 ﹤0.01%
4
1037
$111 ﹤0.01%
24
1038
$97 ﹤0.01%
100
1039
$96 ﹤0.01%
15
-6
1040
$92 ﹤0.01%
2
1041
$88 ﹤0.01%
265
1042
$86 ﹤0.01%
24
1043
$78 ﹤0.01%
8
1044
$77 ﹤0.01%
2
1045
$75 ﹤0.01%
7
1046
$59 ﹤0.01%
5
1047
$52 ﹤0.01%
2
1048
$34 ﹤0.01%
10
1049
$10 ﹤0.01%
5
1050
– –
0
40 41
42
43 44