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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
AAPL icon
26
Apple
AAPL
$3.74T
$4.63M 0.86%
18,196
-631
IGLB icon
27
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$4.61M 0.85%
89,522
+5,704
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$1.93B
$4.47M 0.83%
251,453
+17,867
PGF icon
29
Invesco Financial Preferred ETF
PGF
$796M
$4.34M 0.8%
297,084
+21,820
IVV icon
30
iShares Core S&P 500 ETF
IVV
$660B
$4.33M 0.8%
6,468
VYMI icon
31
Vanguard International High Dividend Yield ETF
VYMI
$12.3B
$3.22M 0.6%
38,032
+3,773
PSK icon
32
SPDR ICE Preferred Securities ETF
PSK
$821M
$3.06M 0.57%
92,591
-1,032
DEM icon
33
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.12B
$3.01M 0.56%
65,501
+6,975
IEO icon
34
iShares US Oil & Gas Exploration & Production ETF
IEO
$440M
$2.7M 0.5%
29,132
+3,409
MDYG icon
35
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$2.64M 0.49%
28,823
-623
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$2.63M 0.49%
94,109
-1,188
CF icon
37
CF Industries
CF
$13.5B
$2.42M 0.45%
26,990
SPLV icon
38
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
$2.1M 0.39%
28,612
-540
TFC icon
39
Truist Financial
TFC
$54.9B
$2M 0.37%
43,678
+300
AMZN icon
40
Amazon
AMZN
$2.27T
$1.92M 0.36%
8,763
-50
SCHG icon
41
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$1.92M 0.36%
60,267
+2,524
DSI icon
42
iShares MSCI KLD 400 Social ETF
DSI
$4.97B
$1.91M 0.35%
15,135
-31
UNM icon
43
Unum
UNM
$12.9B
$1.9M 0.35%
24,376
SW
44
Smurfit Westrock
SW
$21.6B
$1.86M 0.34%
43,776
-225
SRLN icon
45
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
$1.75M 0.32%
42,165
-55
HII icon
46
Huntington Ingalls Industries
HII
$11B
$1.75M 0.32%
6,075
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$44.3B
$1.71M 0.32%
17,704
-469
CSB icon
48
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$261M
$1.7M 0.31%
28,685
-9,710
USB icon
49
US Bancorp
USB
$71.1B
$1.68M 0.31%
34,836
-215
BLK icon
50
Blackrock
BLK
$180B
$1.68M 0.31%
1,441
+13
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