IRC
Investors Research Corp Portfolio holdings
AUM
$510M
This Quarter Return
-0.52%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$455M
AUM Growth
+$455M
(-0.53%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
120
Reduced
250
Closed
54
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$9.44M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.95M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.23M |
| 4 |
Cenovus Energy
CVE
|
$1.12M |
| 5 |
Huntington Ingalls Industries
HII
|
$1.07M |
Top Sells
| 1 |
International Paper
IP
|
$1.33M |
| 2 |
Canadian Imperial Bank of Commerce
CM
|
$1.16M |
| 3 |
Janus Henderson
JHG
|
$901K |
| 4 |
Unum
UNM
|
$747K |
| 5 |
Tapestry
TPR
|
$699K |
Sector Composition
| 1 | Financials | 7.62% |
| 2 | Consumer Discretionary | 6.43% |
| 3 | Technology | 4.08% |
| 4 | Industrials | 3.48% |
| 5 | Materials | 3.03% |
