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
1051
– –
0
1052
$1 ﹤0.01%
6
1053
$1 ﹤0.01%
22
1054
– –
-600
1055
– –
-6
1056
– –
-2
1057
– –
-1
1058
– –
-178
1059
– –
-28
1060
– –
-180
1061
– –
-14,200
1062
– –
-203
1063
– –
-23,738
1064
– –
-13,916
1065
– –
-700
1066
– –
-42,775
1067
– –
-40
1068
– –
-16
1069
– –
-23
1070
– –
-5
1071
– –
-19,950
1072
– –
-1
1073
– –
-2,500
1074
– –
-2
1075
– –
-900
41 42
43
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