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
IEMG icon
326
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$106K 0.02%
1,515
XLC icon
327
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
$105K 0.02%
951
IWB icon
328
iShares Russell 1000 ETF
IWB
$46.5B
$104K 0.02%
291
-356
TGT icon
329
Target
TGT
$59.1B
$101K 0.02%
837
STT icon
330
State Street
STT
$42.2B
$101K 0.02%
800
EVCM icon
331
EverCommerce
EVCM
$2.13B
$101K 0.02%
8,822
DBI icon
332
Designer Brands
DBI
$419M
$99.7K 0.02%
17,517
DRI icon
333
Darden Restaurants
DRI
$22.9B
$99.6K 0.02%
508
+8
CSCO icon
334
Cisco
CSCO
$355B
$98.5K 0.02%
1,270
-291
RTH icon
335
VanEck Retail ETF
RTH
$266M
$94.6K 0.02%
377
RNST icon
336
Renasant Corp
RNST
$3.68B
$92.6K 0.02%
2,564
-750
WM icon
337
Waste Management
WM
$90.2B
$91.9K 0.02%
400
CLF icon
338
Cleveland-Cliffs
CLF
$5.42B
$90.9K 0.02%
10,755
NOW icon
339
ServiceNow
NOW
$107B
$90.4K 0.02%
865
+10
WWW icon
340
Wolverine World Wide
WWW
$1.49B
$89.8K 0.02%
5,500
VALE icon
341
Vale
VALE
$74.7B
$87.5K 0.02%
5,500
GEN icon
342
Gen Digital
GEN
$12.1B
$86.6K 0.02%
4,600
BGS icon
343
B&G Foods
BGS
$437M
$86.3K 0.02%
17,950
+350
BND icon
344
Vanguard Total Bond Market
BND
$152B
$86.2K 0.02%
1,171
-38
DFAC icon
345
Dimensional US Core Equity 2 ETF
DFAC
$44B
$83.7K 0.02%
2,155
-980
TG icon
346
Tredegar Corp
TG
$320M
$83.5K 0.02%
10,500
-500
ELV icon
347
Elevance Health
ELV
$72.1B
$82.6K 0.02%
282
PG icon
348
Procter & Gamble
PG
$332B
$81.7K 0.02%
566
+192
IWD icon
349
iShares Russell 1000 Value ETF
IWD
$73.2B
$80.8K 0.02%
378
CRBN icon
350
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.07B
$80.7K 0.02%
362
12 13
14
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