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
TOL icon
526
Toll Brothers
TOL
$14B
$12.7K ﹤0.01%
93
SOUN icon
527
SoundHound AI
SOUN
$3.5B
$12.5K ﹤0.01%
1,822
EG icon
528
Everest Group
EG
$13.8B
$12.4K ﹤0.01%
38
IVOL icon
529
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$340M
$12K ﹤0.01%
642
AVY icon
530
Avery Dennison
AVY
$12.8B
$11.9K ﹤0.01%
69
ACWV icon
531
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.27B
$11.8K ﹤0.01%
99
-110
MG icon
532
Mistras Group
MG
$590M
$11.8K ﹤0.01%
800
TLH icon
533
iShares 10-20 Year Treasury Bond ETF
TLH
$12.1B
$11.8K ﹤0.01%
117
SABA
534
Saba Capital Income & Opportunities Fund II
SABA
$235M
$11.1K ﹤0.01%
1,335
YUM icon
535
Yum! Brands
YUM
$43.9B
$11K ﹤0.01%
71
NUS icon
536
Nu Skin
NUS
$367M
$11K ﹤0.01%
1,515
HNDL icon
537
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$638M
$11K ﹤0.01%
503
EWZ icon
538
iShares MSCI Brazil ETF
EWZ
$11.6B
$10.7K ﹤0.01%
+278
EPC icon
539
Edgewell Personal Care
EPC
$1.07B
$10.7K ﹤0.01%
500
IWP icon
540
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$10.4K ﹤0.01%
81
MATW icon
541
Matthews International
MATW
$873M
$10.3K ﹤0.01%
400
UCB
542
United Community Banks
UCB
$3.94B
$10.3K ﹤0.01%
327
+20
ECH icon
543
iShares MSCI Chile ETF
ECH
$1.08B
$10.1K ﹤0.01%
+255
PAAS icon
544
Pan American Silver
PAAS
$23.8B
$9.89K ﹤0.01%
181
-218
LCUT icon
545
Lifetime Brands
LCUT
$154M
$9.76K ﹤0.01%
1,700
BA icon
546
Boeing
BA
$182B
$9.75K ﹤0.01%
49
AAL icon
547
American Airlines Group
AAL
$7.59B
$9.57K ﹤0.01%
891
AMCX icon
548
AMC Global Media
AMCX
$373M
$9.51K ﹤0.01%
1,400
SAP icon
549
SAP
SAP
$203B
$9.42K ﹤0.01%
55
FPXI icon
550
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$184M
$9.26K ﹤0.01%
150
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