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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPER icon
401
Xperi
XPER
$318M
$44.3K 0.01%
7,903
+698
IGM icon
402
iShares Expanded Tech Sector ETF
IGM
$9.39B
$44.1K 0.01%
372
XLU icon
403
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
$43.8K 0.01%
955
+155
BNDX icon
404
Vanguard Total International Bond ETF
BNDX
$77.9B
$43.7K 0.01%
909
RNP icon
405
Cohen & Steers REIT and Preferred and Income Fund
RNP
$987M
$43.5K 0.01%
2,200
FPE icon
406
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$43.1K 0.01%
2,431
SCHM icon
407
Schwab US Mid-Cap ETF
SCHM
$14.2B
$43.1K 0.01%
1,391
-718
IGV icon
408
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$42K 0.01%
525
GPC icon
409
Genuine Parts
GPC
$15.4B
$41.9K 0.01%
396
UTF icon
410
Cohen & Steers Infrastructure Fund
UTF
$2.92B
$41.6K 0.01%
1,608
HOG icon
411
Harley-Davidson
HOG
$2.56B
$41K 0.01%
2,030
CEE
412
Central and Eastern Europe Fund
CEE
$132M
$40.8K 0.01%
2,229
-1,686
MMM icon
413
3M
MMM
$76B
$40.7K 0.01%
280
-358
MLKN icon
414
MillerKnoll
MLKN
$1.19B
$38.9K 0.01%
2,688
+704
TBI
415
Trueblue
TBI
$137M
$38.5K 0.01%
9,850
-700
PM icon
416
Philip Morris
PM
$256B
$36.9K 0.01%
223
-150
XRX icon
417
Xerox
XRX
$237M
$36.7K 0.01%
28,473
+1,442
VRT icon
418
Vertiv
VRT
$117B
$36.3K 0.01%
145
+15
MDLZ icon
419
Mondelez International
MDLZ
$72B
$36.3K 0.01%
630
-457
SCHF icon
420
Schwab International Equity ETF
SCHF
$62.6B
$36.1K 0.01%
1,458
DNOW icon
421
DNOW Inc
DNOW
$2.28B
$35.7K 0.01%
3,001
HON icon
422
Honeywell
HON
$139B
$35.3K 0.01%
156
-320
PLTR icon
423
Palantir
PLTR
$365B
$35.3K 0.01%
241
+16
ST icon
424
Sensata Technologies
ST
$5.96B
$35.2K 0.01%
1,000
APUE icon
425
ActivePassive US Equity ETF
APUE
$2.39B
$34.6K 0.01%
864
-288
15 16
17
18 19