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 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
CNDT icon
476
Conduent
CNDT
$294M
$47.3K 0.01%
17,911
NOBL icon
477
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$47.2K 0.01%
469
LION icon
478
Lionsgate Studios
LION
$2.04B
$47K 0.01%
+8,093
PDBC icon
479
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$46.2K 0.01%
3,541
+2,750
SMP icon
480
Standard Motor Products
SMP
$844M
$46.1K 0.01%
1,500
GILD icon
481
Gilead Sciences
GILD
$148B
$46K 0.01%
415
HAL icon
482
Halliburton
HAL
$23.7B
$45.3K 0.01%
2,222
FELG icon
483
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.6B
$44.7K 0.01%
1,208
-300
GSBD icon
484
Goldman Sachs BDC
GSBD
$1.11B
$44.6K 0.01%
3,963
NOK icon
485
Nokia
NOK
$37.2B
$44.5K 0.01%
8,600
MTBA icon
486
Simplify MBS ETF
MTBA
$1.51B
$44.4K 0.01%
886
XLY icon
487
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$43.9K 0.01%
202
DBI icon
488
Designer Brands
DBI
$195M
$43.5K 0.01%
18,267
UTF icon
489
Cohen & Steers Infrastructure Fund
UTF
$2.35B
$43.3K 0.01%
+1,608
APUE icon
490
ActivePassive US Equity ETF
APUE
$2.14B
$43.3K 0.01%
1,152
IWS icon
491
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$42.9K 0.01%
325
TV icon
492
Televisa
TV
$1.59B
$42.4K 0.01%
19,364
IGM icon
493
iShares Expanded Tech Sector ETF
IGM
$9.81B
$41.8K 0.01%
372
BNDX icon
494
Vanguard Total International Bond ETF
BNDX
$69.6B
$41.3K 0.01%
835
+111
SHLD icon
495
Global X Defense Tech ETF
SHLD
$4.25B
$41.2K 0.01%
683
+3
BSAC icon
496
Banco Santander Chile
BSAC
$14.1B
$41K 0.01%
1,625
-12,475
DFUV icon
497
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$40.3K 0.01%
954
NXT icon
498
Nextracker
NXT
$15.6B
$39.6K 0.01%
728
KRE icon
499
State Street SPDR S&P Regional Banking ETF
KRE
$3.96B
$39.6K 0.01%
666
VWO icon
500
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$38.1K 0.01%
771
+99