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
351
$121K 0.02%
3,135
352
$117K 0.02%
6,701
353
$113K 0.02%
951
354
$111K 0.02%
900
-99
355
$111K 0.02%
44,192
356
$110K 0.02%
1,258
-78
357
$109K 0.02%
11,950
358
$107K 0.02%
315
359
$107K 0.02%
3,764
360
$107K 0.02%
1,073
+93
361
$107K 0.02%
4,148
-1,162
362
$106K 0.02%
1,554
-784
363
$106K 0.02%
1,137
364
$102K 0.02%
865
+79
365
$102K 0.02%
25,615
366
$101K 0.02%
4,000
367
$101K 0.02%
657
+50
368
$100K 0.02%
505
+64
369
$98.3K 0.02%
497
370
$98.2K 0.02%
8,822
371
$97.4K 0.02%
718
+73
372
$97K 0.02%
1,472
-350
373
$95.2K 0.02%
500
374
$94.6K 0.02%
377
-1,165
375
$94.3K 0.02%
362
13 14
15
16 17