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
201
$531K 0.12%
9,723
202
$529K 0.12%
40,320
203
$526K 0.11%
7,200
-123
204
$526K 0.11%
4,484
205
$525K 0.11%
4,800
-2,805
206
$493K 0.11%
24,708
207
$492K 0.11%
12,951
208
$491K 0.11%
3,650
-1,175
209
$474K 0.1%
9,169
+607
210
$471K 0.1%
19,810
211
$460K 0.1%
9,166
212
$458K 0.1%
94,264
+42
213
$458K 0.1%
8,947
214
$454K 0.1%
1,675
215
$450K 0.1%
9,966
216
$447K 0.1%
29,467
217
$438K 0.1%
1,362
218
$436K 0.1%
24,191
219
$435K 0.1%
6,978
-3,171
220
$434K 0.09%
13,820
+210
221
$432K 0.09%
4,071
222
$429K 0.09%
14,050
223
$427K 0.09%
8,369
224
$425K 0.09%
34,150
+425
225
$424K 0.09%
5,430
7 8
9
10 11