IRC
Investors Research Corp Portfolio holdings
AUM
$510M
This Quarter Return
+7.07%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$458M
AUM Growth
+$458M
(+6.9%)
Cap. Flow
+$1.82M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
1,075
New
21
Increased
144
Reduced
115
Closed
102
Top Buys
| 1 |
SW
Smurfit Westrock plc
SW
|
$2.21M |
| 2 |
Marriott Vacations Worldwide
VAC
|
$1.26M |
| 3 |
Nike
NKE
|
$1.03M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
$903K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$901K |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$2.24M |
| 2 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$1.61M |
| 3 |
Jefferies Financial Group
JEF
|
$1.55M |
| 4 |
Best Buy
BBY
|
$1.17M |
| 5 |
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 | 3.63% |
| 5 | Materials | 3.49% |
