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
VALE icon
401
Vale
VALE
$68.6B
$71.7K 0.01%
5,500
DUK icon
402
Duke Energy
DUK
$102B
$70.3K 0.01%
600
-300
ESML icon
403
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.33B
$70.2K 0.01%
1,526
BTI icon
404
British American Tobacco
BTI
$132B
$69.4K 0.01%
1,225
CEE
405
Central and Eastern Europe Fund
CEE
$120M
$69.3K 0.01%
+3,915
HIG icon
406
Hartford Financial Services
HIG
$38.9B
$68.9K 0.01%
500
SHLD icon
407
Global X Defense Tech ETF
SHLD
$7.77B
$67.2K 0.01%
1,037
+354
RRC icon
408
Range Resources
RRC
$9.77B
$67K 0.01%
1,900
XLF icon
409
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$65.2K 0.01%
1,190
IUSB icon
410
iShares Core Universal USD Bond ETF
IUSB
$35.9B
$64.7K 0.01%
1,391
EMHY icon
411
iShares JPMorgan EM High Yield Bond ETF
EMHY
$592M
$64.1K 0.01%
1,589
XRX icon
412
Xerox
XRX
$226M
$64.1K 0.01%
40,547
-3,645
VCLT icon
413
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$63.9K 0.01%
843
SCHM icon
414
Schwab US Mid-Cap ETF
SCHM
$13.5B
$63.4K 0.01%
2,109
HAL icon
415
Halliburton
HAL
$28.8B
$62.8K 0.01%
2,222
BATRK icon
416
Atlanta Braves Holdings Series B
BATRK
$2.74B
$61.9K 0.01%
1,570
VWO icon
417
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$60.9K 0.01%
1,133
+33
BWA icon
418
BorgWarner
BWA
$11.2B
$60.8K 0.01%
1,350
TROX icon
419
Tronox
TROX
$1.1B
$60.5K 0.01%
14,500
-1,800
PM icon
420
Philip Morris
PM
$279B
$59.9K 0.01%
373
GDX icon
421
VanEck Gold Miners ETF
GDX
$33.4B
$59.4K 0.01%
692
SAN icon
422
Banco Santander
SAN
$169B
$59.3K 0.01%
5,054
NULV icon
423
Nuveen ESG Large-Cap Value ETF
NULV
$1.98B
$59.2K 0.01%
1,314
-577
NATL icon
424
NCR Atleos
NATL
$3.55B
$59.1K 0.01%
1,550
-450
SPYX icon
425
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.47B
$59.1K 0.01%
1,051
-78
15 16
17
18 19