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
251
$299K 0.06%
375
-663
252
$297K 0.06%
25,606
253
$295K 0.05%
1,475
254
$295K 0.05%
12,108
255
$294K 0.05%
39,350
256
$293K 0.05%
399
257
$292K 0.05%
3,300
-92
258
$292K 0.05%
6,620
259
$290K 0.05%
8,300
-3,050
260
$286K 0.05%
569
261
$284K 0.05%
12,476
262
$281K 0.05%
9,300
-300
263
$280K 0.05%
7,077
264
$280K 0.05%
1,325
265
$275K 0.05%
6,174
266
$274K 0.05%
1,575
267
$272K 0.05%
16,725
268
$267K 0.05%
5,112
-119
269
$264K 0.05%
675
270
$260K 0.05%
8,594
+136
271
$259K 0.05%
1,850
272
$259K 0.05%
13,832
273
$254K 0.05%
33,625
274
$254K 0.05%
21,967
275
$253K 0.05%
3,165
+89
9 10
11
12 13