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
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

1
+$1.81M
2
+$1.23M
3
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$36.2K 0.01%
259
-66
477
$36K 0.01%
1,100
-10,478
478
$35.4K 0.01%
11,021
479
$34.4K 0.01%
2,000
-13,000
480
$33.6K 0.01%
685
481
$33.6K 0.01%
426
482
$33.5K 0.01%
928
483
$33.5K 0.01%
713
-13
484
$33.3K 0.01%
822
485
$33.3K 0.01%
300
-115
486
$32.5K 0.01%
94
+25
487
$32.4K 0.01%
1,400
488
$32K 0.01%
640
489
$31.2K 0.01%
900
490
$31K 0.01%
1,311
491
$30.6K 0.01%
282
492
$30.6K 0.01%
600
493
$30.6K 0.01%
1,000
494
$30.1K 0.01%
863
-7,285
495
$30.1K 0.01%
1,213
496
$30K 0.01%
876
497
$29.5K 0.01%
90
-11
498
$29.5K 0.01%
1,446
+446
499
$29.3K 0.01%
1,822
+700
500
$28.9K 0.01%
259
18 19
20
21 22