IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
376
Waste Management
WM
$99B
$87.9K 0.02%
400
CTSH icon
377
Cognizant
CTSH
$31.6B
$87.6K 0.02%
1,056
VBR icon
378
Vanguard Small-Cap Value ETF
VBR
$33.5B
$86.2K 0.02%
407
AIG icon
379
American International
AIG
$42.9B
$85.5K 0.02%
1,000
CRBN icon
380
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$83.5K 0.02%
362
ACCO icon
381
Acco Brands
ACCO
$361M
$82.9K 0.02%
22,215
-3,400
VTRS icon
382
Viatris
VTRS
$16.7B
$82.5K 0.02%
6,629
LXFR icon
383
Luxfer Holdings
LXFR
$333M
$82.5K 0.02%
6,100
WFC icon
384
Wells Fargo
WFC
$254B
$81.9K 0.02%
879
TGT icon
385
Target
TGT
$54.4B
$81.8K 0.02%
837
-183
LRGE icon
386
ClearBridge Large Cap Growth Select ETF
LRGE
$401M
$81.3K 0.01%
988
-36
LOW icon
387
Lowe's Companies
LOW
$143B
$80.5K 0.01%
334
IWD icon
388
iShares Russell 1000 Value ETF
IWD
$69.2B
$79.5K 0.01%
378
EVT icon
389
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.91B
$79.2K 0.01%
3,145
TG icon
390
Tredegar Corp
TG
$315M
$79K 0.01%
11,000
HBAN icon
391
Huntington Bancshares
HBAN
$33.8B
$78.3K 0.01%
4,515
PTEN icon
392
Patterson-UTI
PTEN
$3.36B
$77.3K 0.01%
12,650
-400
ABR icon
393
Arbor Realty Trust
ABR
$1.67B
$76.8K 0.01%
9,894
-16,991
BGS icon
394
B&G Foods
BGS
$445M
$75.7K 0.01%
17,600
-1,100
IBM icon
395
IBM
IBM
$243B
$75.5K 0.01%
255
-174
DAVA icon
396
Endava
DAVA
$291M
$74.3K 0.01%
11,750
-200
LION icon
397
Lionsgate Studios
LION
$2.85B
$73.9K 0.01%
8,093
FIW icon
398
First Trust Water ETF
FIW
$1.91B
$73.5K 0.01%
677
-24
ITUB icon
399
Itaú Unibanco
ITUB
$91.1B
$72.3K 0.01%
10,091
-3
USHY icon
400
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$72K 0.01%
1,925
+7
14 15
16
17 18