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
276
$251K 0.05%
28,322
277
$250K 0.05%
533
-157
278
$249K 0.05%
1,770
279
$245K 0.05%
14,650
280
$245K 0.05%
3,083
+89
281
$243K 0.04%
2,800
282
$237K 0.04%
2,967
+87
283
$234K 0.04%
8,877
284
$232K 0.04%
1,760
285
$231K 0.04%
6,399
286
$230K 0.04%
4,400
-1,400
287
$230K 0.04%
11,112
288
$221K 0.04%
791
289
$219K 0.04%
8,760
-75
290
$216K 0.04%
3,275
-5,122
291
$214K 0.04%
926
+80
292
$214K 0.04%
3,576
+506
293
$214K 0.04%
7,275
294
$212K 0.04%
5,992
-8,254
295
$210K 0.04%
18,554
296
$206K 0.04%
1,894
297
$202K 0.04%
4,885
+173
298
$201K 0.04%
1,054
+45
299
$200K 0.04%
1,100
300
$196K 0.04%
1,343
+62
10 11
12
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