IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
+$2.03M
2
+$1.32M
3
+$918K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$868K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$844K

Top Sells

1
+$2.24M
2
+$1.55M
3
+$1.55M
4
BBY icon
Best Buy
BBY
+$1.17M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$982K

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
– –
-554
1027
– –
-7
1028
– –
-4
1029
– –
-14,923
1030
– –
-2,089
1031
– –
-11
1032
– –
-31,237
1033
– –
-21
1034
– –
-1,500
1035
– –
-16
1036
– –
-21,575
1037
– –
-14
1038
– –
-116
1039
– –
-20
1040
– –
-800
1041
– –
-205
1042
– –
-1,000
1043
– –
-6,650
1044
– –
-1,200
1045
– –
-31
1046
– –
-1,800
1047
– –
-1,600
1048
– –
-50
1049
– –
-95
1050
– –
-63
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