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 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
MDLZ icon
426
Mondelez International
MDLZ
$74.7B
$58.5K 0.01%
1,087
QYLD icon
427
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.31B
$56.6K 0.01%
3,204
ESGD icon
428
iShares ESG Aware MSCI EAFE ETF
ESGD
$11B
$56K 0.01%
589
-548
IGV icon
429
iShares Expanded Tech-Software Sector ETF
IGV
$9.25B
$55.5K 0.01%
525
SMP icon
430
Standard Motor Products
SMP
$828M
$55.3K 0.01%
1,500
MORT icon
431
VanEck Mortgage REIT Income ETF
MORT
$395M
$55.3K 0.01%
5,258
PG icon
432
Procter & Gamble
PG
$359B
$53.5K 0.01%
374
-283
SCHW icon
433
Charles Schwab
SCHW
$169B
$53K 0.01%
530
ACTG icon
434
Acacia Research
ACTG
$399M
$52.4K 0.01%
14,009
-600
VIV icon
435
Telefônica Brasil
VIV
$25.2B
$52.3K 0.01%
4,412
DNP icon
436
DNP Select Income Fund
DNP
$3.92B
$50.9K 0.01%
5,092
PDS
437
Precision Drilling
PDS
$1.13B
$50.7K 0.01%
705
ARCC icon
438
Ares Capital
ARCC
$13.6B
$49.5K 0.01%
2,446
+1,000
COTY icon
439
Coty
COTY
$2.11B
$49K 0.01%
15,900
-1,300
CARS icon
440
Cars.com
CARS
$497M
$48.9K 0.01%
4,010
-166
NOBL icon
441
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$48.8K 0.01%
469
GPC icon
442
Genuine Parts
GPC
$16.1B
$48.7K 0.01%
396
GCO icon
443
Genesco
GCO
$280M
$48.3K 0.01%
1,950
-700
XLY icon
444
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$48.2K 0.01%
404
SCHP icon
445
Schwab US TIPS ETF
SCHP
$15.5B
$48.1K 0.01%
1,816
IGM icon
446
iShares Expanded Tech Sector ETF
IGM
$8.21B
$48K 0.01%
372
APUE icon
447
ActivePassive US Equity ETF
APUE
$2.23B
$48K 0.01%
1,152
TBI
448
Trueblue
TBI
$131M
$48K 0.01%
10,550
-500
CLW icon
449
Clearwater Paper
CLW
$239M
$47.9K 0.01%
2,750
-400
PDBC icon
450
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.83B
$46.9K 0.01%
3,541