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
$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
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 4.3%
4 Industrials 3.54%
5 Materials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 3.14%
65,293
+3,806
2
$13.1M 2.87%
158,128
+10,864
3
$12.9M 2.81%
190,780
+12,538
4
$12.8M 2.8%
567,261
+37,362
5
$12.7M 2.77%
45,819
+2,857
6
$12.2M 2.67%
46,372
+2,998
7
$11.7M 2.56%
128,850
+8,928
8
$11.5M 2.52%
217,225
+16,107
9
$11.1M 2.44%
153,142
+11,319
10
$10.7M 2.33%
152,279
-442
11
$9.28M 2.03%
73,875
-434
12
$7.43M 1.62%
109,686
-568
13
$5.88M 1.29%
142,788
+7,495
14
$5.87M 1.28%
45,796
+2,216
15
$5.74M 1.25%
261,700
+17,500
16
$5.69M 1.24%
64,816
-1,281
17
$5.67M 1.24%
13,182
+31
18
$5.56M 1.22%
197,364
+10,713
19
$4.49M 0.98%
363,580
+29,175
20
$3.93M 0.86%
16,884
+504
21
$3.74M 0.82%
89,106
+9,041
22
$3.73M 0.82%
6,468
-153
23
$3.41M 0.75%
95,716
-49
24
$3.31M 0.72%
78,834
+8,882
25
$3.2M 0.7%
96,313
+11,515
1
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