IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+7.03%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$330M
AUM Growth
+$34.1M
(+12%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
4.93%
Top 10 Holdings %
Top 10 Hldgs %
12.58%
Holding
1,095
New
47
Increased
91
Reduced
147
Closed
34
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.1M |
| 2 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$1.06M |
| 3 |
VictoryShares Dividend Accelerator ETF
VSDA
|
+$1.06M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$1.06M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.05M |
Top Sells
| 1 |
UFS
DOMTAR CORPORATION (New)
UFS
|
+$1.78M |
| 2 |
Signet Jewelers
SIG
|
+$546K |
| 3 |
Macy's
M
|
+$406K |
| 4 |
AT&T
T
|
+$296K |
| 5 |
Dell
DELL
|
+$210K |
Sector Composition
| 1 | Financials | 9.55% |
| 2 | Consumer Discretionary | 9.05% |
| 3 | Technology | 7.7% |
| 4 | Industrials | 6.38% |
| 5 | Materials | 5.04% |