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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
401
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$72.5K 0.01%
1,918
ITUB icon
402
Itaú Unibanco
ITUB
$84.4B
$71.9K 0.01%
9,800
RRC icon
403
Range Resources
RRC
$9.54B
$71.5K 0.01%
1,900
CTSH icon
404
Cognizant
CTSH
$38.9B
$70.8K 0.01%
1,056
COTY icon
405
Coty
COTY
$3.04B
$69.5K 0.01%
17,200
ESML icon
406
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.05B
$68.8K 0.01%
1,526
MDLZ icon
407
Mondelez International
MDLZ
$71.7B
$67.9K 0.01%
1,087
TBI
408
Trueblue
TBI
$148M
$67.7K 0.01%
11,050
-350
PTEN icon
409
Patterson-UTI
PTEN
$2.43B
$67.6K 0.01%
13,050
HIG icon
410
Hartford Financial Services
HIG
$36B
$66.7K 0.01%
500
VTRS icon
411
Viatris
VTRS
$12.7B
$65.6K 0.01%
6,629
TROX icon
412
Tronox
TROX
$625M
$65.5K 0.01%
16,300
VCLT icon
413
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.2B
$65.5K 0.01%
843
CLW icon
414
Clearwater Paper
CLW
$285M
$65.4K 0.01%
3,150
BATRK icon
415
Atlanta Braves Holdings Series B
BATRK
$2.43B
$65.3K 0.01%
1,570
BTI icon
416
British American Tobacco
BTI
$124B
$65K 0.01%
1,225
-18,394
IUSB icon
417
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$65K 0.01%
1,391
+734
DBI icon
418
Designer Brands
DBI
$238M
$64.7K 0.01%
18,267
XLF icon
419
State Street Financial Select Sector SPDR ETF
XLF
$52.8B
$64.1K 0.01%
1,190
-896
MRNA icon
420
Moderna
MRNA
$10.5B
$64K 0.01%
2,477
-50
EMHY icon
421
iShares JPMorgan EM High Yield Bond ETF
EMHY
$523M
$63.1K 0.01%
1,589
SCHM icon
422
Schwab US Mid-Cap ETF
SCHM
$12.3B
$62.5K 0.01%
2,109
SPYX icon
423
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.49B
$61.9K 0.01%
1,129
-428
SMP icon
424
Standard Motor Products
SMP
$807M
$61.2K 0.01%
1,500
PM icon
425
Philip Morris
PM
$231B
$60.5K 0.01%
373
-85
15 16
17
18 19