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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.35M
3
+$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
+$1.32M
2
+$1.15M
3
+$1.07M
4
SPTN
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 Change
in Stake 		Capital Flow
IGLB icon
26
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.57B
$4.21M 0.83%
83,818
+7,883
IVV icon
27
iShares Core S&P 500 ETF
IVV
$677B
$4.02M 0.79%
6,468
PFXF icon
28
VanEck Preferred Securities ex Financials ETF
PFXF
$1.92B
$4M 0.78%
233,586
+24,988
PGF icon
29
Invesco Financial Preferred ETF
PGF
$791M
$3.88M 0.76%
275,264
+29,475
AAPL icon
30
Apple
AAPL
$3.98T
$3.86M 0.76%
18,827
+787
PSK icon
31
State Street SPDR ICE Preferred Securities ETF
PSK
$811M
$2.97M 0.58%
93,623
-866
VYMI icon
32
Vanguard International High Dividend Yield ETF
VYMI
$12.6B
$2.74M 0.54%
34,259
+5,357
DEM icon
33
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.21B
$2.65M 0.52%
58,526
+9,623
MDYG icon
34
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
$2.56M 0.5%
29,446
-22
CF icon
35
CF Industries
CF
$12.9B
$2.48M 0.49%
26,990
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$2.41M 0.47%
95,297
-412
CWB icon
37
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.73B
$2.3M 0.45%
27,776
-508
IEO icon
38
iShares US Oil & Gas Exploration & Production ETF
IEO
$466M
$2.28M 0.45%
25,723
+4,913
CSB icon
39
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$2.13M 0.42%
38,395
-187
SPLV icon
40
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
$2.12M 0.42%
29,152
-1,419
IWB icon
41
iShares Russell 1000 ETF
IWB
$45.8B
$2.09M 0.41%
6,153
UNM icon
42
Unum
UNM
$12.9B
$1.97M 0.39%
24,376
AMZN icon
43
Amazon
AMZN
$2.66T
$1.93M 0.38%
8,813
+135
SW
44
Smurfit Westrock
SW
$18.5B
$1.9M 0.37%
44,001
RWK icon
45
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.03B
$1.89M 0.37%
16,156
-119
TFC icon
46
Truist Financial
TFC
$57.7B
$1.86M 0.37%
43,378
MCHP icon
47
Microchip Technology
MCHP
$29.9B
$1.8M 0.35%
+25,552
DSI icon
48
iShares MSCI KLD 400 Social ETF
DSI
$5.08B
$1.76M 0.35%
15,166
+107
SRLN icon
49
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$1.76M 0.34%
42,220
-59
SCHG icon
50
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
$1.69M 0.33%
57,743
+4,550
1
2
3 4 5