IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
+1.2%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$191M
AUM Growth
+$3.96M
(+2.1%)
Cap. Flow
+$5.01M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
8.57%
Holding
1,121
New
73
Increased
153
Reduced
127
Closed
42
Top Buys
| 1 |
WRK
WestRock Company
WRK
|
+$1.02M |
| 2 |
AbbVie
ABBV
|
+$1.01M |
| 3 |
Marathon Petroleum
MPC
|
+$987K |
| 4 |
LyondellBasell Industries
LYB
|
+$813K |
| 5 |
JWN
Nordstrom
JWN
|
+$788K |
Top Sells
| 1 |
Ceco Environmental
CECO
|
+$1.06M |
| 2 |
Southern Company
SO
|
+$959K |
| 3 |
NCOM
National Commerce Corporation
NCOM
|
+$773K |
| 4 |
GG
Goldcorp Inc
GG
|
+$573K |
| 5 |
BMS
Bemis
BMS
|
+$291K |
Sector Composition
| 1 | Consumer Discretionary | 15.08% |
| 2 | Industrials | 14.04% |
| 3 | Technology | 12.74% |
| 4 | Materials | 10.49% |
| 5 | Financials | 8.46% |