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
STXS icon
501
Stereotaxis
STXS
$254M
$38.1K 0.01%
17,950
FVD icon
502
First Trust Value Line Dividend Fund
FVD
$9.01B
$37.6K 0.01%
842
CYH icon
503
Community Health Systems
CYH
$482M
$37.5K 0.01%
11,021
MDU icon
504
MDU Resources
MDU
$4.33B
$36.7K 0.01%
2,200
GDX icon
505
VanEck Gold Miners ETF
GDX
$22B
$36K 0.01%
692
+3
VTV icon
506
Vanguard Value ETF
VTV
$148B
$35.9K 0.01%
203
+106
SNV icon
507
Synovus
SNV
$6.35B
$35.4K 0.01%
685
GPC icon
508
Genuine Parts
GPC
$17.4B
$35.3K 0.01%
291
ECG
509
Everus Construction Group
ECG
$5.1B
$34.9K 0.01%
550
BX icon
510
Blackstone
BX
$113B
$33.7K 0.01%
+225
VMBS icon
511
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$33.6K 0.01%
726
+13
BSV icon
512
Vanguard Short-Term Bond ETF
BSV
$38.9B
$33.5K 0.01%
426
+2
BEN icon
513
Franklin Resources
BEN
$11.8B
$33.4K 0.01%
1,400
PDS
514
Precision Drilling
PDS
$789M
$33.3K 0.01%
705
CTRA icon
515
Coterra Energy
CTRA
$20.3B
$33.3K 0.01%
1,311
TOTL icon
516
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.88B
$33K 0.01%
822
JHMM icon
517
John Hancock Multifactor Mid Cap ETF
JHMM
$4.44B
$32.8K 0.01%
536
FMDE icon
518
Fidelity Enhanced Mid Cap ETF
FMDE
$3.54B
$31.9K 0.01%
928
VTEB icon
519
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$31.4K 0.01%
640
WY icon
520
Weyerhaeuser
WY
$16.5B
$31.2K 0.01%
1,213
ADSK icon
521
Autodesk
ADSK
$63.9B
$31K 0.01%
100
VTI icon
522
Vanguard Total Stock Market ETF
VTI
$555B
$30.7K 0.01%
101
-263
IUSB icon
523
iShares Core Universal USD Bond ETF
IUSB
$33.4B
$30.4K 0.01%
657
UHAL icon
524
U-Haul Holding Co
UHAL
$9.98B
$30.3K 0.01%
500
ST icon
525
Sensata Technologies
ST
$4.51B
$30.1K 0.01%
1,000