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
DUK icon
351
Duke Energy
DUK
$97.5B
$78.6K 0.02%
600
LION icon
352
Lionsgate Studios
LION
$3.26B
$77.6K 0.01%
8,093
ARCC icon
353
Ares Capital
ARCC
$13.7B
$77.4K 0.01%
4,296
+1,850
EVT icon
354
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.9B
$77.2K 0.01%
3,145
WDAY icon
355
Workday
WDAY
$32.5B
$77.2K 0.01%
594
ACCO icon
356
Acco Brands
ACCO
$306M
$76.8K 0.01%
25,615
+3,400
GCO icon
357
Genesco
GCO
$399M
$76.8K 0.01%
2,650
+700
COKE icon
358
Coca-Cola Consolidated
COKE
$12.5B
$76.7K 0.01%
400
-250
WFC icon
359
Wells Fargo
WFC
$247B
$76.7K 0.01%
963
+84
AIG icon
360
American International
AIG
$40.7B
$75.3K 0.01%
1,000
VBR icon
361
Vanguard Small-Cap Value ETF
VBR
$34.7B
$74.1K 0.01%
341
-66
SHLD icon
362
Global X Defense Tech ETF
SHLD
$8.31B
$73.5K 0.01%
1,037
ESML icon
363
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.33B
$71.8K 0.01%
1,526
USHY icon
364
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$70.9K 0.01%
1,925
ACTG icon
365
Acacia Research
ACTG
$479M
$70.3K 0.01%
14,609
+600
PDS
366
Precision Drilling
PDS
$1.15B
$69.4K 0.01%
705
BXSL icon
367
Blackstone Secured Lending
BXSL
$5.61B
$68.1K 0.01%
+2,875
HIG icon
368
Hartford Financial Services
HIG
$38B
$67.6K 0.01%
500
BATRK icon
369
Atlanta Braves Holdings Series B
BATRK
$3.13B
$67K 0.01%
1,570
MRNA icon
370
Moderna
MRNA
$22.1B
$66.1K 0.01%
1,302
-250
IBM icon
371
IBM
IBM
$236B
$65.4K 0.01%
270
+15
CTSH icon
372
Cognizant
CTSH
$28.1B
$64.8K 0.01%
1,056
LRGE icon
373
ClearBridge Large Cap Growth Select ETF
LRGE
$439M
$64.7K 0.01%
860
-128
SKM icon
374
SK Telecom
SKM
$14.9B
$64.4K 0.01%
2,200
-16,678
IUSB icon
375
iShares Core Universal USD Bond ETF
IUSB
$36.5B
$64.3K 0.01%
1,391
13 14
15
16 17