IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
CTRA icon
476
Coterra Energy
CTRA
$23.5B
$34.5K 0.01%
1,311
MX icon
477
Magnachip Semiconductor
MX
$102M
$34.4K 0.01%
13,500
-1,300
CYH icon
478
Community Health Systems
CYH
$477M
$34.3K 0.01%
11,001
-20
SNV
479
DELISTED
Synovus
SNV
$34.3K 0.01%
685
XLU icon
480
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
$34.2K 0.01%
800
+190
NBR icon
481
Nabors Industries
NBR
$1.14B
$33.8K 0.01%
622
-20
FMDE icon
482
Fidelity Enhanced Mid Cap ETF
FMDE
$5.31B
$33.8K 0.01%
928
BSV icon
483
Vanguard Short-Term Bond ETF
BSV
$43.3B
$33.6K 0.01%
426
BEN icon
484
Franklin Resources
BEN
$14B
$33.4K 0.01%
1,400
ST icon
485
Sensata Technologies
ST
$5B
$33.3K 0.01%
1,000
TOTL icon
486
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.17B
$33.1K 0.01%
822
KMB icon
487
Kimberly-Clark
KMB
$34.8B
$32.8K 0.01%
+325
VTEB icon
488
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$32.2K 0.01%
640
FDP icon
489
Fresh Del Monte Produce
FDP
$2.02B
$32.1K 0.01%
900
ORCL icon
490
Oracle
ORCL
$443B
$32K 0.01%
164
+135
USXF icon
491
iShares ESG Advanced MSCI USA ETF
USXF
$1.22B
$31.6K 0.01%
549
+248
PAYX icon
492
Paychex
PAYX
$35.4B
$31.4K 0.01%
280
-120
IJH icon
493
iShares Core S&P Mid-Cap ETF
IJH
$109B
$31.3K 0.01%
475
+70
JCI icon
494
Johnson Controls International
JCI
$83.7B
$30.5K 0.01%
255
PRGO icon
495
Perrigo
PRGO
$1.55B
$30.2K 0.01%
2,172
-300
MAIN icon
496
Main Street Capital
MAIN
$5.21B
$30.2K 0.01%
+500
VTI icon
497
Vanguard Total Stock Market ETF
VTI
$576B
$30.2K 0.01%
90
HTRB icon
498
Hartford Total Return Bond ETF
HTRB
$2.3B
$29.9K 0.01%
876
CNDT icon
499
Conduent
CNDT
$224M
$29.4K 0.01%
15,313
-2,598
COWZ icon
500
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$28.6K 0.01%
475
-838
18 19
20
21 22