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
XLY icon
451
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$11.8B
$48.4K 0.01%
202
NOBL icon
452
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$48.3K 0.01%
469
PZZA icon
453
Papa John's
PZZA
$1.37B
$48.1K 0.01%
1,000
SHLD icon
454
Global X Defense Tech ETF
SHLD
$4.84B
$48K 0.01%
683
SCHF icon
455
Schwab International Equity ETF
SCHF
$54.1B
$47.9K 0.01%
2,058
-1,550
BCH icon
456
Banco de Chile
BCH
$19.1B
$47.7K 0.01%
1,575
MLKN icon
457
MillerKnoll
MLKN
$1.1B
$47.7K 0.01%
2,688
PDBC icon
458
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.66B
$47.6K 0.01%
3,541
ACTG icon
459
Acacia Research
ACTG
$365M
$47.5K 0.01%
14,609
ECG
460
Everus Construction Group
ECG
$4.75B
$47.2K 0.01%
550
APUE icon
461
ActivePassive US Equity ETF
APUE
$2.18B
$47K 0.01%
1,152
IGM icon
462
iShares Expanded Tech Sector ETF
IGM
$9.14B
$46.9K 0.01%
372
MX icon
463
Magnachip Semiconductor
MX
$110M
$46.3K 0.01%
14,800
URTH icon
464
iShares MSCI World ETF
URTH
$6.62B
$45.6K 0.01%
251
-145
KD icon
465
Kyndryl
KD
$6.12B
$44.4K 0.01%
1,480
FPE icon
466
First Trust Preferred Securities and Income ETF
FPE
$6.29B
$44.3K 0.01%
2,431
-1,300
BNDX icon
467
Vanguard Total International Bond ETF
BNDX
$72.3B
$43.2K 0.01%
873
+38
VYX icon
468
NCR Voyix
VYX
$1.4B
$42.7K 0.01%
3,400
-900
DFUV icon
469
Dimensional US Marketwide Value ETF
DFUV
$12.8B
$42.6K 0.01%
954
BUD icon
470
AB InBev
BUD
$120B
$42.4K 0.01%
712
NOK icon
471
Nokia
NOK
$34B
$41.4K 0.01%
8,600
UTF icon
472
Cohen & Steers Infrastructure Fund
UTF
$2.35B
$39.9K 0.01%
1,608
PDS
473
Precision Drilling
PDS
$915M
$39.7K 0.01%
705
MDU icon
474
MDU Resources
MDU
$3.93B
$39.2K 0.01%
2,200
BX icon
475
Blackstone
BX
$119B
$38.4K 0.01%
225
17 18
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