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 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
1051
-469
1052
-3
1053
-73
1054
-95
1055
-4
1056
-134
1057
-200
1058
-4,400
1059
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1060
-4,300
1061
-89
1062
-525
1063
-605
1064
-10
1065
-36
1066
-700
1067
-1,874
1068
-231
1069
$0 ﹤0.01%
10
1070
-125
1071
-10
1072
-265
1073
-400
1074
-276
1075
-967