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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
301
Union Pacific
UNP
$148B
$137K 0.03%
563
+17
IIPR icon
302
Innovative Industrial Properties
IIPR
$1.57B
$135K 0.03%
2,700
PTEN icon
303
Patterson-UTI
PTEN
$4.1B
$134K 0.03%
12,350
-300
BKR icon
304
Baker Hughes
BKR
$62B
$133K 0.03%
2,175
-900
WPP icon
305
WPP
WPP
$3.88B
$133K 0.03%
8,535
+663
VCIT icon
306
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$132K 0.03%
1,597
AEO icon
307
American Eagle Outfitters
AEO
$3.12B
$130K 0.02%
7,789
-33,100
HPQ icon
308
HP
HPQ
$18.7B
$127K 0.02%
6,631
GS icon
309
Goldman Sachs
GS
$276B
$127K 0.02%
150
+8
GE icon
310
GE Aerospace
GE
$288B
$123K 0.02%
432
+23
NULG icon
311
Nuveen ESG Large-Cap Growth ETF
NULG
$2.64B
$121K 0.02%
1,335
+151
SUSA icon
312
iShares ESG Optimized MSCI USA ETF
SUSA
$3.79B
$121K 0.02%
918
+101
EZM icon
313
WisdomTree US MidCap Fund
EZM
$889M
$121K 0.02%
1,799
-4,671
ESGV icon
314
Vanguard ESG US Stock ETF
ESGV
$12.4B
$121K 0.02%
1,077
+122
V icon
315
Visa
V
$599B
$120K 0.02%
397
+2
MAR icon
316
Marriott International
MAR
$97.3B
$118K 0.02%
362
SCHB icon
317
Schwab US Broad Market ETF
SCHB
$40.5B
$118K 0.02%
4,693
-500
IEFA icon
318
iShares Core MSCI EAFE ETF
IEFA
$179B
$114K 0.02%
1,258
DLS icon
319
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$114K 0.02%
1,395
-312
NWL icon
320
Newell Brands
NWL
$1.75B
$113K 0.02%
32,922
+725
GD icon
321
General Dynamics
GD
$86.9B
$112K 0.02%
326
+11
FFBC icon
322
First Financial Bancorp
FFBC
$3.05B
$112K 0.02%
4,000
PIPR icon
323
Piper Sandler
PIPR
$6.34B
$107K 0.02%
1,400
-1,400
XLV icon
324
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
$107K 0.02%
727
-165
ACI icon
325
Albertsons Companies
ACI
$8.58B
$106K 0.02%
6,223
11 12
13
14 15