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 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
176
$628K 0.14%
4,776
177
$619K 0.14%
6,540
+70
178
$617K 0.13%
11,586
179
$617K 0.13%
5,089
-25
180
$616K 0.13%
20,725
+16,375
181
$616K 0.13%
8,573
-350
182
$606K 0.13%
31,802
183
$606K 0.13%
18,313
-1,850
184
$604K 0.13%
+141,025
185
$596K 0.13%
17,950
186
$585K 0.13%
28,770
187
$583K 0.13%
3,380
188
$581K 0.13%
21,091
189
$580K 0.13%
1,011
190
$571K 0.12%
25,392
-11
191
$567K 0.12%
3,008
192
$566K 0.12%
40,252
193
$557K 0.12%
31,725
+225
194
$549K 0.12%
10,100
195
$548K 0.12%
7,581
196
$547K 0.12%
13,484
197
$540K 0.12%
9,071
198
$539K 0.12%
5,575
199
$539K 0.12%
220,775
200
$537K 0.12%
23,875
+175