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
CWI icon
501
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.66B
$15.7K ﹤0.01%
430
-93
IYW icon
502
iShares US Technology ETF
IYW
$20.9B
$15.6K ﹤0.01%
86
PFG icon
503
Principal Financial Group
PFG
$21.1B
$15.6K ﹤0.01%
173
MFIN icon
504
Medallion Financial
MFIN
$226M
$15.4K ﹤0.01%
1,800
RHI icon
505
Robert Half
RHI
$3.02B
$15.2K ﹤0.01%
600
CATO icon
506
Cato Corp
CATO
$58.4M
$15K ﹤0.01%
5,300
VGSH icon
507
Vanguard Short-Term Treasury ETF
VGSH
$29B
$14.9K ﹤0.01%
255
DYNF icon
508
BlackRock US Equity Factor Rotation ETF
DYNF
$33.4B
$14.8K ﹤0.01%
255
MHK icon
509
Mohawk Industries
MHK
$6.63B
$14.8K ﹤0.01%
150
-31
MUB icon
510
iShares National Muni Bond ETF
MUB
$43.7B
$14.8K ﹤0.01%
139
CNMD icon
511
CONMED
CNMD
$1.16B
$14.7K ﹤0.01%
415
+15
HNI icon
512
HNI Corp
HNI
$2.68B
$14.6K ﹤0.01%
438
DXC icon
513
DXC Technology
DXC
$2.18B
$14.6K ﹤0.01%
1,160
CRWV
514
CoreWeave Inc
CRWV
$65.5B
$14.3K ﹤0.01%
185
MAGS icon
515
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.44B
$13.9K ﹤0.01%
240
DBA icon
516
Invesco DB Agriculture Fund
DBA
$978M
$13.9K ﹤0.01%
+508
ES icon
517
Eversource Energy
ES
$25.2B
$13.8K ﹤0.01%
199
JMTG
518
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.9B
$13.6K ﹤0.01%
267
ITB icon
519
iShares US Home Construction ETF
ITB
$2.69B
$13.6K ﹤0.01%
150
HYG icon
520
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$13.4K ﹤0.01%
169
TAK icon
521
Takeda Pharmaceutical
TAK
$52.4B
$13.4K ﹤0.01%
725
-43,794
VHT icon
522
Vanguard Health Care ETF
VHT
$16.3B
$13.3K ﹤0.01%
49
-50
AMP icon
523
Ameriprise Financial
AMP
$42.5B
$13.3K ﹤0.01%
30
IAGG icon
524
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
$13.1K ﹤0.01%
262
NEM icon
525
Newmont
NEM
$121B
$13K ﹤0.01%
120
19 20
21
22 23