IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
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 4.3%
4 Industrials 3.54%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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-6
1055
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-13,926
1056
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-46
1057
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-11,950
1058
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1059
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-50
1060
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-7
1061
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-2,138
1062
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-15
1063
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-34
1064
– –
-500
1065
– –
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1066
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-900
1067
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-325
1068
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-10
1069
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1070
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1071
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-642
1072
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-34
1073
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-956
1074
– –
-402
1075
– –
-13,575
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