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
451
$48.4K 0.01%
404
452
$48.3K 0.01%
469
453
$48.1K 0.01%
1,000
454
$48K 0.01%
683
455
$47.9K 0.01%
2,058
-1,550
456
$47.7K 0.01%
1,575
457
$47.7K 0.01%
2,688
458
$47.6K 0.01%
3,541
459
$47.5K 0.01%
14,609
460
$47.2K 0.01%
550
461
$47K 0.01%
1,152
462
$46.9K 0.01%
372
463
$46.3K 0.01%
14,800
464
$45.6K 0.01%
251
-145
465
$44.4K 0.01%
1,480
466
$44.3K 0.01%
2,431
-1,300
467
$43.2K 0.01%
873
+38
468
$42.7K 0.01%
3,400
-900
469
$42.6K 0.01%
954
470
$42.4K 0.01%
712
471
$41.4K 0.01%
8,600
472
$39.9K 0.01%
1,608
473
$39.7K 0.01%
705
474
$39.2K 0.01%
2,200
475
$38.4K 0.01%
225
17 18
19
20 21