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

Top Sells

1 +$1.88M
2 +$1.25M
3 +$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FBND icon
501
Fidelity Total Bond ETF
FBND
$22.8B
$28.7K 0.01%
620
UHAL icon
502
U-Haul Holding Co
UHAL
$10.1B
$28.5K 0.01%
500
DNOW icon
503
DNOW Inc
DNOW
$2.65B
$28.4K 0.01%
1,863
JCI icon
504
Johnson Controls International
JCI
$69.7B
$28K 0.01%
255
-663
LPL icon
505
LG Display
LPL
$4.57B
$27.7K 0.01%
5,300
WEN icon
506
Wendy's
WEN
$1.62B
$27.5K 0.01%
+3,000
PLTR icon
507
Palantir
PLTR
$432B
$27.4K 0.01%
150
MA icon
508
Mastercard
MA
$492B
$27.3K 0.01%
48
OII icon
509
Oceaneering
OII
$2.75B
$27.3K 0.01%
1,100
RIG icon
510
Transocean
RIG
$5B
$27.1K 0.01%
8,690
XLU icon
511
State Street Utilities Select Sector SPDR ETF
XLU
$10.8B
$26.6K ﹤0.01%
305
LQD icon
512
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$26.5K ﹤0.01%
238
IWN icon
513
iShares Russell 2000 Value ETF
IWN
$12B
$26.5K ﹤0.01%
150
IJH icon
514
iShares Core S&P Mid-Cap ETF
IJH
$102B
$26.4K ﹤0.01%
405
UNFI icon
515
United Natural Foods
UNFI
$2.07B
$26.3K ﹤0.01%
700
NBR icon
516
Nabors Industries
NBR
$840M
$26.2K ﹤0.01%
642
SWKS icon
517
Skyworks Solutions
SWKS
$10.3B
$26.2K ﹤0.01%
340
PGZ
518
Principal Real Estate Income Fund
PGZ
$67.9M
$26.1K ﹤0.01%
2,500
ACN icon
519
Accenture
ACN
$166B
$26.1K ﹤0.01%
106
+45
FBK icon
520
FB Financial Corp
FBK
$3.05B
$26.1K ﹤0.01%
+468
HUBB icon
521
Hubbell
HUBB
$23.4B
$25.8K ﹤0.01%
60
PLD icon
522
Prologis
PLD
$119B
$25.8K ﹤0.01%
225
WYNN icon
523
Wynn Resorts
WYNN
$13.1B
$25.7K ﹤0.01%
200
-585
BDX icon
524
Becton Dickinson
BDX
$55.8B
$25.3K ﹤0.01%
135
MD icon
525
Pediatrix Medical
MD
$1.92B
$25.1K ﹤0.01%
1,500