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
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

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
URTH icon
451
iShares MSCI World ETF
URTH
$7B
$46.6K 0.01%
251
MRNA icon
452
Moderna
MRNA
$19.5B
$45.8K 0.01%
1,552
-925
BUD icon
453
AB InBev
BUD
$139B
$45.6K 0.01%
712
DFUV icon
454
Dimensional US Marketwide Value ETF
DFUV
$13.5B
$44.4K 0.01%
954
FPE icon
455
First Trust Preferred Securities and Income ETF
FPE
$6.29B
$44.3K 0.01%
2,431
BNDX icon
456
Vanguard Total International Bond ETF
BNDX
$76.6B
$43.9K 0.01%
909
+36
RNP icon
457
Cohen & Steers REIT and Preferred and Income Fund
RNP
$967M
$43.7K 0.01%
2,200
AMX icon
458
America Movil
AMX
$77B
$43.4K 0.01%
2,100
-23,601
XPER icon
459
Xperi
XPER
$269M
$42.2K 0.01%
7,205
-788
HOG icon
460
Harley-Davidson
HOG
$2.33B
$41.6K 0.01%
2,030
STXS icon
461
Stereotaxis
STXS
$182M
$41.3K 0.01%
17,950
VMBS icon
462
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$40.2K 0.01%
853
+140
PLTR icon
463
Palantir
PLTR
$355B
$40K 0.01%
225
+75
DNOW icon
464
DNOW Inc
DNOW
$2.25B
$39.8K 0.01%
3,001
+1,138
COST icon
465
Costco
COST
$450B
$39.7K 0.01%
46
+37
KD icon
466
Kyndryl
KD
$2.98B
$39.3K 0.01%
1,480
UTF icon
467
Cohen & Steers Infrastructure Fund
UTF
$2.92B
$38.8K 0.01%
1,608
XLP icon
468
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.6B
$38.6K 0.01%
497
+381
NVRI icon
469
Enviri
NVRI
$1.62B
$37.6K 0.01%
2,100
-23,375
GILD icon
470
Gilead Sciences
GILD
$173B
$36.8K 0.01%
300
IWS icon
471
iShares Russell Mid-Cap Value ETF
IWS
$14.5B
$36.5K 0.01%
259
MLKN icon
472
MillerKnoll
MLKN
$988M
$36.3K 0.01%
1,984
-704
SCHF icon
473
Schwab International Equity ETF
SCHF
$58.5B
$35K 0.01%
1,458
-600
BX icon
474
Blackstone
BX
$87.8B
$34.7K 0.01%
225
VYX icon
475
NCR Voyix
VYX
$855M
$34.7K 0.01%
3,400
17 18
19
20 21