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
326
$157K 0.03%
1,658
327
$154K 0.03%
4,911
328
$154K 0.03%
3,051
329
$151K 0.03%
5,500
330
$150K 0.03%
3,075
331
$147K 0.03%
2,740
332
$145K 0.03%
3,050
333
$145K 0.03%
11,615
334
$143K 0.03%
1,139
335
$137K 0.03%
2,906
336
$136K 0.03%
1,707
-3,049
337
$135K 0.03%
11,055
338
$134K 0.02%
1,597
339
$132K 0.02%
3,280
340
$131K 0.02%
4,600
341
$130K 0.02%
2,238
342
$130K 0.02%
3,938
343
$129K 0.02%
546
344
$126K 0.02%
369
+40
345
$124K 0.02%
421
346
$123K 0.02%
409
347
$122K 0.02%
6,268
-3,196
348
$122K 0.02%
3,314
349
$121K 0.02%
873
350
$121K 0.02%
429
+3
12 13
14
15 16