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
401
$72.5K 0.01%
1,918
402
$71.9K 0.01%
10,094
403
$71.5K 0.01%
1,900
404
$70.8K 0.01%
1,056
405
$69.5K 0.01%
17,200
406
$68.8K 0.01%
1,526
407
$67.9K 0.01%
1,087
408
$67.7K 0.01%
11,050
-350
409
$67.6K 0.01%
13,050
410
$66.7K 0.01%
500
411
$65.6K 0.01%
6,629
412
$65.5K 0.01%
16,300
413
$65.5K 0.01%
843
414
$65.4K 0.01%
3,150
415
$65.3K 0.01%
1,570
416
$65K 0.01%
1,225
-18,394
417
$65K 0.01%
1,391
+734
418
$64.7K 0.01%
18,267
419
$64.1K 0.01%
1,190
-896
420
$64K 0.01%
2,477
-50
421
$63.1K 0.01%
1,589
422
$62.5K 0.01%
2,109
423
$61.9K 0.01%
1,129
-428
424
$61.2K 0.01%
1,500
425
$60.5K 0.01%
373
-85
15 16
17
18 19