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
201
$494K 0.1%
31,312
202
$492K 0.1%
8,397
203
$486K 0.1%
92,986
204
$486K 0.1%
1,524
205
$484K 0.1%
1,323
-6
206
$469K 0.09%
36,275
207
$461K 0.09%
25,701
208
$458K 0.09%
807
209
$451K 0.09%
8,066
210
$450K 0.09%
3,084
-1,875
211
$448K 0.09%
5,575
212
$445K 0.09%
19,060
213
$443K 0.09%
14,925
214
$421K 0.08%
3,709
215
$420K 0.08%
2,486
+100
216
$417K 0.08%
14,246
217
$414K 0.08%
6,695
-58
218
$412K 0.08%
7,282
219
$410K 0.08%
6,540
220
$408K 0.08%
39,350
221
$405K 0.08%
8,756
222
$404K 0.08%
6,620
223
$400K 0.08%
23,891
224
$393K 0.08%
39,152
225
$385K 0.08%
3,493
+1,187
7 8
9
10 11