IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
State Street 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 4.23%
4 Industrials 3.6%
5 Materials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$893K 0.2%
14,900
+50
127
$891K 0.19%
18,975
128
$878K 0.19%
69,554
129
$863K 0.19%
27,075
130
$854K 0.19%
21,850
+275
131
$851K 0.19%
2,099
-100
132
$848K 0.19%
23,380
133
$835K 0.18%
9,974
134
$835K 0.18%
81,325
135
$834K 0.18%
11,715
136
$833K 0.18%
8,659
137
$830K 0.18%
6,291
+316
138
$829K 0.18%
5,050
139
$824K 0.18%
58,469
140
$811K 0.18%
9,173
+506
141
$804K 0.18%
15,896
-10,887
142
$793K 0.17%
12,271
-50
143
$792K 0.17%
27,200
+325
144
$779K 0.17%
19,060
+60
145
$776K 0.17%
13,496
+50
146
$769K 0.17%
150,708
+264
147
$768K 0.17%
7,175
+75
148
$760K 0.17%
13,461
+160
149
$755K 0.17%
9,349
-726
150
$753K 0.16%
14,962
4 5
6
7 8