IRC

Investors Research Corp Portfolio holdings

AUM $510M
1-Year Return 11.61%
This Quarter Return
+6.69%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
+$21.7M
Cap. Flow %
4.26%
Top 10 Hldgs %
30.55%
Holding
984
New
22
Increased
123
Reduced
95
Closed
59

Top Buys

1
MCHP icon
Microchip Technology
MCHP
+$1.8M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.29M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.25M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M

Top Sells

1
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$1.32M
2
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.15M
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.07M
4
SPTN icon
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IGLB icon
26
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
$4.21M 0.83%
83,818
+7,883
+10% +$396K
IVV icon
27
iShares Core S&P 500 ETF
IVV
$675B
$4.02M 0.79%
6,468
– –
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
$4M 0.78%
233,586
+24,988
+12% +$428K
PGF icon
29
Invesco Financial Preferred ETF
PGF
$814M
$3.88M 0.76%
275,264
+29,475
+12% +$416K
AAPL icon
30
Apple
AAPL
$3.47T
$3.86M 0.76%
18,827
+787
+4% +$161K
PSK icon
31
SPDR ICE Preferred Securities ETF
PSK
$835M
$2.97M 0.58%
93,623
-866
-0.9% -$27.5K
VYMI icon
32
Vanguard International High Dividend Yield ETF
VYMI
$12B
$2.74M 0.54%
34,259
+5,357
+19% +$429K
DEM icon
33
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
$2.65M 0.52%
58,526
+9,623
+20% +$436K
MDYG icon
34
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
$2.56M 0.5%
29,446
-22
-0.1% -$1.91K
CF icon
35
CF Industries
CF
$13.9B
$2.48M 0.49%
26,990
– –
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$18.9B
$2.41M 0.47%
95,297
-412
-0.4% -$10.4K
CWB icon
37
SPDR Bloomberg Convertible Securities ETF
CWB
$4.5B
$2.3M 0.45%
27,776
-508
-2% -$42K
IEO icon
38
iShares US Oil & Gas Exploration & Production ETF
IEO
$469M
$2.28M 0.45%
25,723
+4,913
+24% +$435K
CSB icon
39
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$275M
$2.13M 0.42%
38,395
-187
-0.5% -$10.4K
SPLV icon
40
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
$2.12M 0.42%
29,152
-1,419
-5% -$103K
IWB icon
41
iShares Russell 1000 ETF
IWB
$44.5B
$2.09M 0.41%
6,153
– –
UNM icon
42
Unum
UNM
$12.8B
$1.97M 0.39%
24,376
– –
AMZN icon
43
Amazon
AMZN
$2.43T
$1.93M 0.38%
8,813
+135
+2% +$29.6K
SW
44
Smurfit Westrock plc
SW
$23.1B
$1.9M 0.37%
44,001
– –
RWK icon
45
Invesco S&P MidCap 400 Revenue ETF
RWK
$996M
$1.89M 0.37%
16,156
-119
-0.7% -$13.9K
TFC icon
46
Truist Financial
TFC
$58.3B
$1.86M 0.37%
43,378
– –
MCHP icon
47
Microchip Technology
MCHP
$34.9B
$1.8M 0.35%
+25,552
New +$1.8M
DSI icon
48
iShares MSCI KLD 400 Social ETF
DSI
$4.9B
$1.76M 0.35%
15,166
+107
+0.7% +$12.4K
SRLN icon
49
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
$1.76M 0.34%
42,220
-59
-0.1% -$2.45K
SCHG icon
50
Schwab US Large-Cap Growth ETF
SCHG
$49.5B
$1.69M 0.33%
57,743
+4,550
+9% +$133K
1
2
3 4 5