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
$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 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPRI icon
226
Capri Holdings
CPRI
$2.58B
$384K 0.08%
21,669
ERIC icon
227
Ericsson
ERIC
$32.5B
$379K 0.07%
44,683
MOS icon
228
The Mosaic Company
MOS
$8.22B
$378K 0.07%
10,375
-300
BAX icon
229
Baxter International
BAX
$9.12B
$378K 0.07%
12,476
UBS icon
230
UBS Group
UBS
$120B
$376K 0.07%
11,118
UNH icon
231
UnitedHealth
UNH
$291B
$373K 0.07%
1,195
+1,150
GLD icon
232
SPDR Gold Trust
GLD
$131B
$371K 0.07%
1,216
+323
JNJ icon
233
Johnson & Johnson
JNJ
$454B
$371K 0.07%
2,426
BP icon
234
BP
BP
$95B
$370K 0.07%
12,365
XLG icon
235
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$369K 0.07%
7,087
+2,507
RTH icon
236
VanEck Retail ETF
RTH
$272M
$368K 0.07%
1,542
-701
E icon
237
ENI
E
$56.1B
$368K 0.07%
11,350
DLS icon
238
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$357K 0.07%
4,756
-17,579
KMT icon
239
Kennametal
KMT
$2.06B
$356K 0.07%
15,525
PYPL icon
240
PayPal
PYPL
$62B
$354K 0.07%
4,768
LNC icon
241
Lincoln National
LNC
$7.8B
$353K 0.07%
10,207
XMMO icon
242
Invesco S&P MidCap Momentum ETF
XMMO
$6.02B
$352K 0.07%
2,734
+978
IWL icon
243
iShares Russell Top 200 ETF
IWL
$1.92B
$351K 0.07%
2,291
+810
TWI icon
244
Titan International
TWI
$506M
$345K 0.07%
33,625
IQV icon
245
IQVIA
IQV
$36.3B
$344K 0.07%
2,186
+2,175
ANDE icon
246
Andersons Inc
ANDE
$1.73B
$337K 0.07%
9,166
F icon
247
Ford
F
$52.4B
$335K 0.07%
30,906
+800
CIVI icon
248
Civitas Resources
CIVI
$2.34B
$328K 0.06%
11,925
CC icon
249
Chemours
CC
$1.91B
$326K 0.06%
28,445
MCD icon
250
McDonald's
MCD
$213B
$324K 0.06%
1,109
-23
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