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
501
$28.7K 0.01%
620
502
$28.5K 0.01%
500
503
$28.4K 0.01%
1,863
504
$28K 0.01%
255
-663
505
$27.7K 0.01%
5,300
506
$27.5K 0.01%
+3,000
507
$27.4K 0.01%
150
508
$27.3K 0.01%
48
509
$27.3K 0.01%
1,100
510
$27.1K 0.01%
8,690
511
$26.6K ﹤0.01%
610
512
$26.5K ﹤0.01%
238
513
$26.5K ﹤0.01%
150
514
$26.4K ﹤0.01%
405
515
$26.3K ﹤0.01%
700
516
$26.2K ﹤0.01%
642
517
$26.2K ﹤0.01%
340
518
$26.1K ﹤0.01%
2,500
519
$26.1K ﹤0.01%
106
+45
520
$26.1K ﹤0.01%
+468
521
$25.8K ﹤0.01%
60
522
$25.8K ﹤0.01%
225
523
$25.7K ﹤0.01%
200
-585
524
$25.3K ﹤0.01%
135
525
$25.1K ﹤0.01%
1,500
19 20
21
22 23