IRC
Investors Research Corp Portfolio holdings
AUM
$510M
This Quarter Return
+0.78%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$354M
AUM Growth
+$354M
(+7.2%)
Cap. Flow
+$27.2M
Cap. Flow
% of AUM
7.68%
Top 10 Holdings %
Top 10 Hldgs %
14.47%
Holding
1,143
New
83
Increased
220
Reduced
84
Closed
43
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.18M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.34M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.29M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.29M |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$1.27M |
Top Sells
| 1 |
AbbVie
ABBV
|
$2.19M |
| 2 |
The Mosaic Company
MOS
|
$2.07M |
| 3 |
Equinor
EQNR
|
$1.11M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$975K |
| 5 |
INFR
Legg Mason ETF Investment Trust Legg Mason Global Infrastructure ETF
INFR
|
$941K |
Sector Composition
| 1 | Financials | 9.38% |
| 2 | Consumer Discretionary | 8.59% |
| 3 | Technology | 6.91% |
| 4 | Industrials | 6.18% |
| 5 | Materials | 5.43% |
