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
426
$60.4K 0.01%
525
-100
427
$60.1K 0.01%
200
-246
428
$59.7K 0.01%
5,500
429
$59.6K 0.01%
1,100
+329
430
$59.3K 0.01%
1,350
-22,030
431
$56.6K 0.01%
2,030
432
$56.6K 0.01%
5,258
433
$56.3K 0.01%
4,412
434
$55.8K 0.01%
8,093
435
$55.8K 0.01%
17,950
436
$55.1K 0.01%
2,472
437
$54.9K 0.01%
396
+105
438
$54.7K 0.01%
2,222
439
$54.5K 0.01%
3,204
440
$53K 0.01%
5,054
-916
441
$52.9K 0.01%
692
442
$51.8K 0.01%
7,993
-100
443
$51K 0.01%
4,176
444
$51K 0.01%
5,092
445
$50.7K 0.01%
400
446
$50.6K 0.01%
530
-29
447
$50.4K 0.01%
194
448
$50.2K 0.01%
17,911
449
$49.5K 0.01%
2,200
450
$48.9K 0.01%
1,816
16 17
18
19 20