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
1051
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1052
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-4
1053
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1054
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1055
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1057
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1058
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1059
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1060
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1061
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1062
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1063
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1064
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1065
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1067
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1068
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1069
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1070
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1071
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1072
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1073
$0 ﹤0.01%
10
1074
– –
-44,478
1075
– –
-400
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