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
376
$92.8K 0.02%
800
377
$91.5K 0.02%
1,020
378
$91.1K 0.02%
282
379
$89.9K 0.02%
1,209
380
$88.3K 0.02%
400
381
$88.3K 0.02%
11,000
382
$85.4K 0.02%
1,024
-6
383
$84.9K 0.02%
407
-139
384
$84.8K 0.02%
6,100
385
$83.9K 0.02%
334
386
$83.8K 0.02%
297
387
$82.9K 0.02%
1,891
-11
388
$82.8K 0.02%
18,700
389
$82.1K 0.02%
362
390
$78.8K 0.01%
701
-4
391
$78.6K 0.01%
2,000
392
$78.5K 0.01%
1,000
393
$78K 0.01%
4,515
394
$77K 0.01%
378
-80
395
$76.9K 0.01%
3,145
396
$76.8K 0.01%
2,650
397
$76.2K 0.01%
650
398
$75.5K 0.01%
1,313
399
$73.7K 0.01%
879
400
$72.5K 0.01%
9,198
14 15
16
17 18