IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$1.15M
3 +$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLC icon
376
The Communication Services Select Sector SPDR Fund
XLC
$27.1B
$103K 0.02%
951
ESGD icon
377
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$101K 0.02%
1,137
TGT icon
378
Target
TGT
$41.2B
$101K 0.02%
1,020
WWW icon
379
Wolverine World Wide
WWW
$1.3B
$99.4K 0.02%
5,500
MAR icon
380
Marriott International
MAR
$78.1B
$98.9K 0.02%
362
FFBC icon
381
First Financial Bancorp
FFBC
$2.37B
$97K 0.02%
4,000
JCI icon
382
Johnson Controls International
JCI
$80.2B
$97K 0.02%
918
-3,433
HON icon
383
Honeywell
HON
$123B
$96.9K 0.02%
416
TG icon
384
Tredegar Corp
TG
$239M
$96.8K 0.02%
11,000
PG icon
385
Procter & Gamble
PG
$340B
$96.6K 0.02%
607
+1
CHRW icon
386
C.H. Robinson
CHRW
$17.7B
$96K 0.02%
1,000
EVCM icon
387
EverCommerce
EVCM
$1.68B
$92.6K 0.02%
8,822
NULG icon
388
Nuveen ESG Large-Cap Growth ETF
NULG
$1.8B
$92.1K 0.02%
980
+219
GD icon
389
General Dynamics
GD
$93.6B
$91.9K 0.02%
315
ACCO icon
390
Acco Brands
ACCO
$310M
$91.7K 0.02%
25,615
WM icon
391
Waste Management
WM
$81.3B
$91.5K 0.02%
400
SPHR icon
392
Sphere Entertainment
SPHR
$2.72B
$89.9K 0.02%
2,150
BND icon
393
Vanguard Total Bond Market
BND
$137B
$89K 0.02%
1,209
+137
IWD icon
394
iShares Russell 1000 Value ETF
IWD
$65.3B
$89K 0.02%
458
ESGV icon
395
Vanguard ESG US Stock ETF
ESGV
$11.8B
$86.2K 0.02%
786
+179
CB icon
396
Chubb
CB
$113B
$86K 0.02%
297
NXST icon
397
Nexstar Media Group
NXST
$5.78B
$86K 0.02%
497
CLW icon
398
Clearwater Paper
CLW
$290M
$85.8K 0.02%
3,150
AIG icon
399
American International
AIG
$41.5B
$85.6K 0.02%
1,000
STT icon
400
State Street
STT
$33B
$85.1K 0.02%
800