IRC

Investors Research Corp Portfolio holdings

AUM $523M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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 Buys

1
+$1.32M
2
+$1.02M
3
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$388K 0.07%
634
-173
227
$388K 0.07%
11,925
228
$387K 0.07%
400
229
$374K 0.07%
14,050
230
$370K 0.07%
1,013
-5,140
231
$370K 0.07%
30,906
232
$370K 0.07%
44,683
233
$366K 0.07%
39,152
234
$365K 0.07%
9,166
235
$360K 0.07%
2,486
236
$360K 0.07%
10,375
237
$355K 0.07%
3,700
238
$345K 0.06%
5,625
239
$338K 0.06%
1,111
+2
240
$332K 0.06%
18,541
241
$328K 0.06%
26,885
242
$325K 0.06%
15,525
243
$324K 0.06%
22,485
244
$323K 0.06%
25,475
245
$320K 0.06%
4,768
246
$316K 0.06%
13,575
247
$316K 0.06%
1,899
248
$307K 0.06%
19,992
249
$307K 0.06%
4,288
250
$301K 0.06%
1,936
8 9
10
11 12