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
MUR icon
401
Murphy Oil
MUR
$4.06B
$84.7K 0.02%
3,764
CLF icon
402
Cleveland-Cliffs
CLF
$5.88B
$84K 0.02%
11,055
PM icon
403
Philip Morris
PM
$241B
$83.5K 0.02%
458
TROX icon
404
Tronox
TROX
$542M
$82.6K 0.02%
16,300
CTSH icon
405
Cognizant
CTSH
$35.3B
$82.4K 0.02%
1,056
SUSA icon
406
iShares ESG Optimized MSCI USA ETF
SUSA
$3.76B
$81.8K 0.02%
645
+52
LRGE icon
407
ClearBridge Large Cap Growth Select ETF
LRGE
$455M
$81.7K 0.02%
1,030
+168
COTY icon
408
Coty
COTY
$3.28B
$80K 0.02%
17,200
SCHF icon
409
Schwab International Equity ETF
SCHF
$53B
$79.7K 0.02%
3,608
-2,376
NULV icon
410
Nuveen ESG Large-Cap Value ETF
NULV
$1.87B
$79.7K 0.02%
1,902
+302
SPYX icon
411
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.46B
$79.3K 0.02%
1,557
BGS icon
412
B&G Foods
BGS
$366M
$79.1K 0.02%
18,700
PTEN icon
413
Patterson-UTI
PTEN
$2.31B
$77.4K 0.02%
13,050
RRC icon
414
Range Resources
RRC
$8.9B
$77.3K 0.02%
1,900
CRBN icon
415
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.05B
$76.7K 0.02%
362
FIW icon
416
First Trust Water ETF
FIW
$1.92B
$76.1K 0.01%
705
+117
EVT icon
417
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.85B
$75.8K 0.01%
3,145
HBAN icon
418
Huntington Bancshares
HBAN
$24.6B
$75.7K 0.01%
4,515
LXFR icon
419
Luxfer Holdings
LXFR
$330M
$74.3K 0.01%
6,100
LOW icon
420
Lowe's Companies
LOW
$131B
$74.1K 0.01%
334
TBI
421
Trueblue
TBI
$147M
$73.9K 0.01%
11,400
WYNN icon
422
Wynn Resorts
WYNN
$13.1B
$73.5K 0.01%
785
BATRK icon
423
Atlanta Braves Holdings Series B
BATRK
$2.44B
$73.4K 0.01%
1,570
MDLZ icon
424
Mondelez International
MDLZ
$73.8B
$73.3K 0.01%
1,087
COKE icon
425
Coca-Cola Consolidated
COKE
$11.8B
$72.6K 0.01%
650