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
1026
– –
-2,138
1027
– –
-900
1028
– –
-10
1029
– –
-21
1030
– –
-43
1031
– –
-642
1032
– –
-34
1033
– –
-402
1034
– –
-7,014
1035
– –
-29
1036
– –
-7
1037
– –
-4
1038
– –
-8
1039
– –
-156
1040
– –
-1,500
1041
– –
-16
1042
– –
-5,450
1043
– –
-21,575
1044
– –
-2,150
1045
– –
-20
1046
– –
-800
1047
– –
-41
1048
– –
-6,650
1049
– –
-1,200
1050
– –
-100
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