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 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
AFL icon
501
Aflac
AFL
$57.6B
$28.6K 0.01%
259
FBND icon
502
Fidelity Total Bond ETF
FBND
$24.9B
$28.5K 0.01%
620
VHT icon
503
Vanguard Health Care ETF
VHT
$17.1B
$28.5K 0.01%
99
-95
VTIP icon
504
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$28K 0.01%
567
+132
OZK icon
505
Bank OZK
OZK
$5.13B
$27.6K 0.01%
600
SJM icon
506
J.M. Smucker
SJM
$11.9B
$27.6K 0.01%
282
MA icon
507
Mastercard
MA
$465B
$27.4K 0.01%
48
IWN icon
508
iShares Russell 2000 Value ETF
IWN
$12.7B
$27.2K 0.01%
150
MD icon
509
Pediatrix Medical
MD
$1.59B
$26.7K ﹤0.01%
1,250
-250
HUBB icon
510
Hubbell
HUBB
$25.3B
$26.6K ﹤0.01%
60
OII icon
511
Oceaneering
OII
$3.41B
$26.4K ﹤0.01%
1,100
BDX icon
512
Becton Dickinson
BDX
$47.8B
$26.2K ﹤0.01%
135
USMV icon
513
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$25.5K ﹤0.01%
+271
YPF icon
514
YPF
YPF
$14B
$25.3K ﹤0.01%
700
WU icon
515
Western Union
WU
$3.02B
$25.1K ﹤0.01%
2,700
PGZ
516
Principal Real Estate Income Fund
PGZ
$68.7M
$25K ﹤0.01%
2,500
WEN icon
517
Wendy's
WEN
$1.38B
$25K ﹤0.01%
3,000
ACWV icon
518
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.49B
$24.8K ﹤0.01%
209
VTV icon
519
Vanguard Value ETF
VTV
$167B
$24.4K ﹤0.01%
128
VGT icon
520
Vanguard Information Technology ETF
VGT
$110B
$24.1K ﹤0.01%
32
+22
WYNN icon
521
Wynn Resorts
WYNN
$10.9B
$24.1K ﹤0.01%
200
FNB icon
522
FNB Corp
FNB
$6.02B
$23.9K ﹤0.01%
1,400
CMP icon
523
Compass Minerals
CMP
$1B
$23.8K ﹤0.01%
1,214
ANGL icon
524
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$23.8K ﹤0.01%
809
PPL icon
525
PPL Corp
PPL
$28.6B
$23.6K ﹤0.01%
675