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
ASML icon
251
ASML
ASML
$403B
$321K 0.06%
+400
GIII icon
252
G-III Apparel Group
GIII
$1.18B
$315K 0.06%
14,050
NGG icon
253
National Grid
NGG
$76.7B
$315K 0.06%
4,227
-124
MU icon
254
Micron Technology
MU
$284B
$311K 0.06%
2,520
-10
WPP icon
255
WPP
WPP
$4.12B
$309K 0.06%
8,835
EQNR icon
256
Equinor
EQNR
$60.8B
$304K 0.06%
12,108
NDAQ icon
257
Nasdaq
NDAQ
$50.1B
$303K 0.06%
3,392
QCOM icon
258
Qualcomm
QCOM
$184B
$302K 0.06%
1,899
META icon
259
Meta Platforms (Facebook)
META
$1.59T
$295K 0.06%
399
+99
SIG icon
260
Signet Jewelers
SIG
$4.15B
$294K 0.06%
3,700
IWF icon
261
iShares Russell 1000 Growth ETF
IWF
$126B
$293K 0.06%
690
+50
ABR icon
262
Arbor Realty Trust
ABR
$1.81B
$288K 0.06%
26,885
CVX icon
263
Chevron
CVX
$311B
$277K 0.05%
1,936
BRK.B icon
264
Berkshire Hathaway Class B
BRK.B
$1.07T
$276K 0.05%
569
VOD icon
265
Vodafone
VOD
$27.9B
$273K 0.05%
25,606
PAG icon
266
Penske Automotive Group
PAG
$10.5B
$271K 0.05%
1,575
CNC icon
267
Centene
CNC
$16.8B
$270K 0.05%
4,975
CWI icon
268
SPDR MSCI ACWI ex-US ETF
CWI
$2.2B
$266K 0.05%
8,148
-25,379
VFC icon
269
VF Corp
VFC
$5.72B
$264K 0.05%
22,485
DON icon
270
WisdomTree US MidCap Dividend Fund
DON
$3.69B
$262K 0.05%
5,231
-119
AAP icon
271
Advance Auto Parts
AAP
$2.85B
$262K 0.05%
5,625
UTG icon
272
Reaves Utility Income Fund
UTG
$3.39B
$256K 0.05%
7,077
SPSB icon
273
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$255K 0.05%
8,458
+260
FITB icon
274
Fifth Third Bancorp
FITB
$28.5B
$254K 0.05%
6,174
SAM icon
275
Boston Beer
SAM
$2.15B
$253K 0.05%
1,325
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