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
IGV icon
426
iShares Expanded Tech-Software Sector ETF
IGV
$8.55B
$60.4K 0.01%
525
-100
NSC icon
427
Norfolk Southern
NSC
$66.2B
$60.1K 0.01%
200
-246
VALE icon
428
Vale
VALE
$56.4B
$59.7K 0.01%
5,500
VWO icon
429
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$59.6K 0.01%
1,100
+329
BWA icon
430
BorgWarner
BWA
$9.31B
$59.3K 0.01%
1,350
-22,030
HOG icon
431
Harley-Davidson
HOG
$2.78B
$56.6K 0.01%
2,030
MORT icon
432
VanEck Mortgage REIT Income ETF
MORT
$352M
$56.6K 0.01%
5,258
VIV icon
433
Telefônica Brasil
VIV
$20.2B
$56.3K 0.01%
4,412
LION icon
434
Lionsgate Studios
LION
$2.1B
$55.8K 0.01%
8,093
STXS icon
435
Stereotaxis
STXS
$224M
$55.8K 0.01%
17,950
PRGO icon
436
Perrigo
PRGO
$1.85B
$55.1K 0.01%
2,472
GPC icon
437
Genuine Parts
GPC
$18B
$54.9K 0.01%
396
+105
HAL icon
438
Halliburton
HAL
$23.9B
$54.7K 0.01%
2,222
QYLD icon
439
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.07B
$54.5K 0.01%
3,204
SAN icon
440
Banco Santander
SAN
$162B
$53K 0.01%
5,054
-916
GDX icon
441
VanEck Gold Miners ETF
GDX
$24B
$52.9K 0.01%
692
XPER icon
442
Xperi
XPER
$277M
$51.8K 0.01%
7,993
-100
CARS icon
443
Cars.com
CARS
$730M
$51K 0.01%
4,176
DNP icon
444
DNP Select Income Fund
DNP
$3.75B
$51K 0.01%
5,092
PAYX icon
445
Paychex
PAYX
$40.5B
$50.7K 0.01%
400
SCHW icon
446
Charles Schwab
SCHW
$169B
$50.6K 0.01%
530
-29
VHT icon
447
Vanguard Health Care ETF
VHT
$17.2B
$50.4K 0.01%
194
CNDT icon
448
Conduent
CNDT
$298M
$50.2K 0.01%
17,911
RNP icon
449
Cohen & Steers REIT and Preferred and Income Fund
RNP
$974M
$49.5K 0.01%
2,200
SCHP icon
450
Schwab US TIPS ETF
SCHP
$14.7B
$48.9K 0.01%
1,816
16 17
18
19 20