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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XAR icon
476
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6B
$20.3K ﹤0.01%
80
AGG icon
477
iShares Core US Aggregate Bond ETF
AGG
$136B
$20.2K ﹤0.01%
203
AMT icon
478
American Tower
AMT
$82.2B
$19.8K ﹤0.01%
115
+93
USRT icon
479
iShares Core US REIT ETF
USRT
$3.68B
$19.6K ﹤0.01%
331
CNQ icon
480
Canadian Natural Resources
CNQ
$93.2B
$19.5K ﹤0.01%
400
-43,325
CNDT icon
481
Conduent
CNDT
$257M
$19.3K ﹤0.01%
15,073
-240
ECVT icon
482
Ecovyst
ECVT
$1.5B
$19.3K ﹤0.01%
1,500
SHYG icon
483
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
$19.3K ﹤0.01%
455
KD icon
484
Kyndryl
KD
$3.22B
$19.2K ﹤0.01%
1,464
-16
PNFP icon
485
Pinnacle Financial Partners Inc
PNFP
$14.4B
$18.9K ﹤0.01%
+219
ADNT icon
486
Adient
ADNT
$1.7B
$18.8K ﹤0.01%
931
TLT icon
487
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$18.8K ﹤0.01%
217
STZ icon
488
Constellation Brands
STZ
$27.2B
$18.6K ﹤0.01%
124
SWKS icon
489
Skyworks Solutions
SWKS
$9.29B
$18.2K ﹤0.01%
340
KMT icon
490
Kennametal
KMT
$2.97B
$18.1K ﹤0.01%
500
-14,725
FBND icon
491
Fidelity Total Bond ETF
FBND
$25.5B
$18K ﹤0.01%
395
-225
CEG icon
492
Constellation Energy
CEG
$104B
$17.9K ﹤0.01%
64
LQD icon
493
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$17.8K ﹤0.01%
163
USIG icon
494
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$17.3K ﹤0.01%
338
USMV icon
495
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$17.3K ﹤0.01%
186
-85
USB icon
496
US Bancorp
USB
$88B
$17.1K ﹤0.01%
329
-33,453
NOC icon
497
Northrop Grumman
NOC
$83.7B
$17.1K ﹤0.01%
25
TSM icon
498
TSMC
TSM
$2.01T
$16.9K ﹤0.01%
50
+5
IDEV icon
499
iShares Core MSCI International Developed Markets ETF
IDEV
$29.2B
$16.7K ﹤0.01%
200
VTEB icon
500
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$16K ﹤0.01%
320
-320
18 19
20
21 22