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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.53%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$729K 0.14%
3,378
152
$729K 0.14%
9,205
153
$726K 0.14%
15,269
+168
154
$725K 0.14%
7,150
155
$715K 0.14%
10,112
-307
156
$715K 0.14%
18,628
157
$711K 0.14%
3,875
158
$698K 0.14%
14,182
159
$697K 0.14%
8,979
160
$694K 0.14%
66,604
+38,950
161
$694K 0.14%
8,521
-470
162
$688K 0.13%
44,519
-400
163
$683K 0.13%
11,715
164
$678K 0.13%
1,850
+1
165
$670K 0.13%
5,000
166
$668K 0.13%
6,217
167
$665K 0.13%
17,752
168
$661K 0.13%
10,175
169
$645K 0.13%
5,979
+13
170
$644K 0.13%
21,009
171
$641K 0.13%
13,325
172
$640K 0.13%
4,800
173
$639K 0.13%
14,687
174
$635K 0.12%
15,216
175
$627K 0.12%
22,287
5 6
7
8 9