IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
+$2.21M
2
+$1.26M
3
+$1.03M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$903K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$901K

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 4.3%
4 Industrials 3.54%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.22%
15,441
102
$1.02M 0.22%
3,715
103
$997K 0.22%
9,054
104
$984K 0.22%
5,640
+233
105
$983K 0.21%
10,749
+3,702
106
$968K 0.21%
23,175
+202
107
$966K 0.21%
7,151
108
$955K 0.21%
42,630
109
$952K 0.21%
5,150
110
$951K 0.21%
5,304
+230
111
$946K 0.21%
9,582
+433
112
$943K 0.21%
60,750
113
$942K 0.21%
28,032
-48,036
114
$941K 0.21%
103,900
115
$940K 0.21%
13,979
+635
116
$930K 0.2%
21,919
117
$929K 0.2%
39,596
-175
118
$920K 0.2%
50,640
+425
119
$918K 0.2%
8,203
120
$913K 0.2%
9,525
+75
121
$913K 0.2%
28,783
-225
122
$911K 0.2%
14,706
+702
123
$907K 0.2%
4,303
-1,305
124
$903K 0.2%
24,698
+50
125
$899K 0.2%
5,521
3 4
5
6 7