IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

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
LEG icon
276
Leggett & Platt
LEG
$1.7B
$251K 0.05%
28,322
IWF icon
277
iShares Russell 1000 Growth ETF
IWF
$122B
$250K 0.05%
533
-157
XLK icon
278
State Street Technology Select Sector SPDR ETF
XLK
$93.7B
$249K 0.05%
1,770
GES icon
279
Guess Inc
GES
$877M
$245K 0.05%
14,650
QDF icon
280
FlexShares Quality Dividend Index Fund
QDF
$2.06B
$245K 0.05%
3,083
+89
PIPR icon
281
Piper Sandler
PIPR
$6.26B
$243K 0.04%
700
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$237K 0.04%
2,967
+87
RF icon
283
Regions Financial
RF
$24.1B
$234K 0.04%
8,877
BIDU icon
284
Baidu
BIDU
$51.4B
$232K 0.04%
1,760
MT icon
285
ArcelorMittal
MT
$37.1B
$231K 0.04%
6,399
DINO icon
286
HF Sinclair
DINO
$8.95B
$230K 0.04%
4,400
-1,400
BCS icon
287
Barclays
BCS
$90.4B
$230K 0.04%
11,112
TRV icon
288
Travelers Companies
TRV
$60.1B
$221K 0.04%
791
WPP icon
289
WPP
WPP
$4.58B
$219K 0.04%
8,760
-75
MO icon
290
Altria Group
MO
$104B
$216K 0.04%
3,275
-5,122
ABBV icon
291
AbbVie
ABBV
$379B
$214K 0.04%
926
+80
VEA icon
292
Vanguard FTSE Developed Markets ETF
VEA
$202B
$214K 0.04%
3,576
+506
MMI icon
293
Marcus & Millichap
MMI
$1.06B
$214K 0.04%
7,275
DB icon
294
Deutsche Bank
DB
$74.3B
$212K 0.04%
5,992
-8,254
MATV icon
295
Mativ Holdings
MATV
$690M
$210K 0.04%
18,554
BK icon
296
Bank of New York Mellon
BK
$83.5B
$206K 0.04%
1,894
LVHD icon
297
Franklin US Low Volatility High Dividend Index ETF
LVHD
$590M
$202K 0.04%
4,885
+173
DGX icon
298
Quest Diagnostics
DGX
$21.1B
$201K 0.04%
1,054
+45
THG icon
299
Hanover Insurance
THG
$6.05B
$200K 0.04%
1,100
ESGU icon
300
iShares ESG Aware MSCI USA ETF
ESGU
$15.9B
$196K 0.04%
1,343
+62
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