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
301
$195K 0.04%
5,985
302
$195K 0.04%
484
-839
303
$194K 0.04%
33,750
304
$193K 0.04%
2,642
305
$192K 0.04%
432
-203
306
$192K 0.04%
7,400
307
$190K 0.04%
2,480
+220
308
$190K 0.04%
1,592
+18
309
$189K 0.03%
6,925
310
$186K 0.03%
17,567
311
$181K 0.03%
6,631
312
$178K 0.03%
7,341
+297
313
$178K 0.03%
3,512
+140
314
$178K 0.03%
4,975
315
$177K 0.03%
965
316
$177K 0.03%
3,997
+162
317
$177K 0.03%
33,747
318
$176K 0.03%
8,461
+347
319
$173K 0.03%
1,729
+68
320
$173K 0.03%
1,567
-86
321
$172K 0.03%
1,949
322
$166K 0.03%
7,094
323
$158K 0.03%
7,900
324
$157K 0.03%
855
325
$157K 0.03%
1,431
-297
11 12
13
14 15