IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$363K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$961K
3
+$953K
4
VLY icon
Valley National Bancorp
VLY
+$725K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$676K

Top Sells

1
+$1.22M
2
+$1.07M
3
+$1.07M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$730K
5
PPC icon
Pilgrim's Pride
PPC
+$685K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 7.35%
3 Technology 4.44%
4 Industrials 3.71%
5 Materials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 3.08%
61,487
+3,006
2
$11.8M 2.76%
147,264
+8,437
3
$11.4M 2.67%
178,242
+9,431
4
$11.4M 2.65%
42,962
+2,220
5
$11.3M 2.65%
529,899
+28,185
6
$10.8M 2.53%
43,374
+2,327
7
$10.1M 2.37%
152,721
-1,325
8
$10.1M 2.35%
119,922
+6,994
9
$9.73M 2.27%
141,823
+8,782
10
$9.72M 2.27%
201,118
+12,279
11
$8.83M 2.06%
74,309
-1,008
12
$6.8M 1.59%
110,254
-986
13
$6.02M 1.41%
66,097
-873
14
$5.88M 1.37%
13,151
+200
15
$5.24M 1.22%
135,293
+7,442
16
$5.17M 1.21%
43,580
+2,029
17
$4.84M 1.13%
186,651
+15,516
18
$4.8M 1.12%
244,200
+7,484
19
$3.86M 0.9%
334,405
+25,705
20
$3.62M 0.85%
6,621
-21
21
$3.45M 0.81%
16,380
-300
22
$3.25M 0.76%
95,765
-131
23
$3.04M 0.71%
80,065
+5,933
24
$2.9M 0.68%
69,952
+6,413
25
$2.68M 0.63%
84,798
+8,865
1
2 3 4 5