IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 4.56%
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
$23.6B
$48.4K 0.01%
404
NOBL icon
452
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$48.3K 0.01%
469
PZZA icon
453
Papa John's
PZZA
$1.25B
$48.1K 0.01%
1,000
SHLD icon
454
Global X Defense Tech ETF
SHLD
$6.76B
$48K 0.01%
683
SCHF icon
455
Schwab International Equity ETF
SCHF
$57B
$47.9K 0.01%
2,058
-1,550
BCH icon
456
Banco de Chile
BCH
$20.2B
$47.7K 0.01%
1,575
MLKN icon
457
MillerKnoll
MLKN
$1.3B
$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
$4.77B
$47.6K 0.01%
3,541
ACTG icon
459
Acacia Research
ACTG
$379M
$47.5K 0.01%
14,609
ECG
460
Everus Construction Group
ECG
$4.68B
$47.2K 0.01%
550
APUE icon
461
ActivePassive US Equity ETF
APUE
$2.16B
$47K 0.01%
1,152
IGM icon
462
iShares Expanded Tech Sector ETF
IGM
$8.73B
$46.9K 0.01%
372
MX icon
463
Magnachip Semiconductor
MX
$108M
$46.3K 0.01%
14,800
URTH icon
464
iShares MSCI World ETF
URTH
$6.83B
$45.6K 0.01%
251
-145
KD icon
465
Kyndryl
KD
$5.56B
$44.4K 0.01%
1,480
FPE icon
466
First Trust Preferred Securities and Income ETF
FPE
$6.44B
$44.3K 0.01%
2,431
-1,300
BNDX icon
467
Vanguard Total International Bond ETF
BNDX
$74.4B
$43.2K 0.01%
873
+38
VYX icon
468
NCR Voyix
VYX
$1.39B
$42.7K 0.01%
3,400
-900
DFUV icon
469
Dimensional US Marketwide Value ETF
DFUV
$13.2B
$42.6K 0.01%
954
BUD icon
470
AB InBev
BUD
$134B
$42.4K 0.01%
712
NOK icon
471
Nokia
NOK
$35.5B
$41.4K 0.01%
8,600
UTF icon
472
Cohen & Steers Infrastructure Fund
UTF
$2.41B
$39.9K 0.01%
1,608
PDS
473
Precision Drilling
PDS
$955M
$39.7K 0.01%
705
MDU icon
474
MDU Resources
MDU
$4.22B
$39.2K 0.01%
2,200
BX icon
475
Blackstone
BX
$119B
$38.4K 0.01%
225
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