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
151
$753K 0.16%
6,217
-625
152
$753K 0.16%
1,454
153
$750K 0.16%
51,028
-4,500
154
$746K 0.16%
29,800
+100
155
$746K 0.16%
7,123
-57
156
$734K 0.16%
3,363
-27
157
$733K 0.16%
3,320
158
$733K 0.16%
10,089
-90
159
$730K 0.16%
18,387
+508
160
$713K 0.16%
6,542
161
$709K 0.16%
8,944
-60
162
$685K 0.15%
44,443
-18
163
$683K 0.15%
10,357
164
$683K 0.15%
4,250
-4,727
165
$679K 0.15%
89,552
-600
166
$672K 0.15%
6,100
-55
167
$669K 0.15%
27,654
+375
168
$661K 0.14%
10,555
-479
169
$660K 0.14%
4,885
-4,580
170
$655K 0.14%
17,752
171
$654K 0.14%
21,009
172
$653K 0.14%
10,425
173
$651K 0.14%
45,794
174
$648K 0.14%
16,120
175
$634K 0.14%
2,317
5 6
7
8 9