IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAX icon
276
Baxter International
BAX
$9.79B
$236K 0.04%
12,326
-150
GES
277
DELISTED
Guess Inc
GES
$235K 0.04%
14,000
-650
DB icon
278
Deutsche Bank
DB
$63.7B
$231K 0.04%
5,992
BIDU icon
279
Baidu
BIDU
$40.9B
$230K 0.04%
1,760
AZN icon
280
AstraZeneca
AZN
$313B
$228K 0.04%
2,480
SAM icon
281
Boston Beer
SAM
$2.48B
$224K 0.04%
1,150
-175
AAP icon
282
Advance Auto Parts
AAP
$3.08B
$221K 0.04%
5,625
BK icon
283
Bank of New York Mellon
BK
$81.5B
$220K 0.04%
1,894
IEI icon
284
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$213K 0.04%
1,788
+196
ESGU icon
285
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$211K 0.04%
1,418
+75
MATV icon
286
Mativ Holdings
MATV
$548M
$210K 0.04%
17,304
-1,250
SOLV icon
287
Solventum
SOLV
$12.2B
$209K 0.04%
2,642
VEA icon
288
Vanguard FTSE Developed Markets ETF
VEA
$211B
$209K 0.04%
3,351
-225
BCS icon
289
Barclays
BCS
$80.4B
$206K 0.04%
8,100
-3,012
EL icon
290
Estee Lauder
EL
$35.9B
$204K 0.04%
1,949
AA icon
291
Alcoa
AA
$15.9B
$204K 0.04%
3,838
-100
DINO icon
292
HF Sinclair
DINO
$10.4B
$203K 0.04%
4,400
THG icon
293
Hanover Insurance
THG
$6.31B
$201K 0.04%
1,100
TRV icon
294
Travelers Companies
TRV
$67.5B
$199K 0.04%
686
-105
MMI icon
295
Marcus & Millichap
MMI
$1.02B
$199K 0.04%
7,275
LVHD icon
296
Franklin US Low Volatility High Dividend Index ETF
LVHD
$628M
$197K 0.04%
4,944
+59
FMC icon
297
FMC
FMC
$1.71B
$197K 0.04%
14,191
-1,025
MGK icon
298
Vanguard Mega Cap Growth ETF
MGK
$30.4B
$195K 0.04%
472
-12
MO icon
299
Altria Group
MO
$114B
$189K 0.03%
3,275
DAN icon
300
Dana Inc
DAN
$3.73B
$188K 0.03%
7,900
10 11
12
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