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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Sells

1 +$1.88M
2 +$1.25M
3 +$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
226
Vanguard S&P 500 ETF
VOO
$805B
$388K 0.07%
634
-173
CIVI icon
227
Civitas Resources
CIVI
$2.6B
$388K 0.07%
11,925
ASML icon
228
ASML
ASML
$427B
$387K 0.07%
400
GIII icon
229
G-III Apparel Group
GIII
$1.28B
$374K 0.07%
14,050
IWB icon
230
iShares Russell 1000 ETF
IWB
$45.6B
$370K 0.07%
1,013
-5,140
F icon
231
Ford
F
$52.1B
$370K 0.07%
30,906
ERIC icon
232
Ericsson
ERIC
$31.7B
$370K 0.07%
44,683
STLA icon
233
Stellantis
STLA
$35B
$366K 0.07%
39,152
ANDE icon
234
Andersons Inc
ANDE
$1.69B
$365K 0.07%
9,166
NICE icon
235
Nice
NICE
$6.56B
$360K 0.07%
2,486
MOS icon
236
The Mosaic Company
MOS
$7.52B
$360K 0.07%
10,375
SIG icon
237
Signet Jewelers
SIG
$3.4B
$355K 0.07%
3,700
AAP icon
238
Advance Auto Parts
AAP
$3.15B
$345K 0.06%
5,625
MCD icon
239
McDonald's
MCD
$222B
$338K 0.06%
1,111
+2
M icon
240
Macy's
M
$6.06B
$332K 0.06%
18,541
ABR icon
241
Arbor Realty Trust
ABR
$1.73B
$328K 0.06%
26,885
KMT icon
242
Kennametal
KMT
$2.11B
$325K 0.06%
15,525
VFC icon
243
VF Corp
VFC
$7.43B
$324K 0.06%
22,485
NVRI icon
244
Enviri
NVRI
$1.46B
$323K 0.06%
25,475
PYPL icon
245
PayPal
PYPL
$58.4B
$320K 0.06%
4,768
KN icon
246
Knowles
KN
$2B
$316K 0.06%
13,575
QCOM icon
247
Qualcomm
QCOM
$188B
$316K 0.06%
1,899
KSS icon
248
Kohl's
KSS
$2.56B
$307K 0.06%
19,992
NGG icon
249
National Grid
NGG
$75B
$307K 0.06%
4,227
CVX icon
250
Chevron
CVX
$302B
$301K 0.06%
1,936