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
1
$19.2M 3.76%
77,781
+5,214
2
$18.4M 3.61%
193,132
+14,147
3
$16.9M 3.31%
690,681
+49,851
4
$16.8M 3.3%
231,439
+16,437
5
$16.7M 3.28%
54,909
+3,703
6
$16M 3.14%
56,172
+3,921
7
$14.5M 2.84%
159,277
+12,188
8
$14.1M 2.76%
271,473
+22,085
9
$12.5M 2.44%
194,871
+17,212
10
$10.8M 2.12%
144,102
-3,070
11
$9.2M 1.8%
68,115
-1,904
12
$7.46M 1.46%
175,339
+10,065
13
$7.37M 1.44%
55,271
+2,969
14
$6.67M 1.31%
326,848
+21,121
15
$6.61M 1.3%
13,280
+146
16
$6.59M 1.29%
68,045
+12,875
17
$6.47M 1.27%
244,259
+15,122
18
$6.46M 1.27%
59,127
+11,227
19
$6.34M 1.24%
145,576
+28,466
20
$6.22M 1.22%
85,576
-14,655
21
$5.36M 1.05%
481,270
+37,418
22
$5.31M 1.04%
125,320
-3,660
23
$5.09M 1%
121,570
+10,046
24
$4.86M 0.95%
111,187
+10,442
25
$4.29M 0.84%
139,908
+13,607
1
2 3 4 5