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
UNFI icon
526
United Natural Foods
UNFI
$2.31B
$23.6K ﹤0.01%
700
GOVT icon
527
iShares US Treasury Bond ETF
GOVT
$35.8B
$22.9K ﹤0.01%
996
-41
CEG icon
528
Constellation Energy
CEG
$120B
$22.6K ﹤0.01%
64
NEE icon
529
NextEra Energy
NEE
$190B
$22.6K ﹤0.01%
281
MTBA icon
530
Simplify MBS ETF
MTBA
$1.7B
$22.5K ﹤0.01%
446
KVUE icon
531
Kenvue
KVUE
$35B
$22.5K ﹤0.01%
1,302
+1,000
JHG icon
532
Janus Henderson
JHG
$7.69B
$22.4K ﹤0.01%
471
NOV icon
533
NOV
NOV
$6.83B
$21.9K ﹤0.01%
1,400
B
534
Barrick Mining
B
$76B
$21.8K ﹤0.01%
500
-600
SWKS icon
535
Skyworks Solutions
SWKS
$8.49B
$21.6K ﹤0.01%
340
SPTS icon
536
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.59B
$21.5K ﹤0.01%
735
VRT icon
537
Vertiv
VRT
$95.6B
$21.1K ﹤0.01%
130
PAAS icon
538
Pan American Silver
PAAS
$25.3B
$20.7K ﹤0.01%
399
AGG icon
539
iShares Core US Aggregate Bond ETF
AGG
$140B
$20.3K ﹤0.01%
203
SIRI icon
540
SiriusXM
SIRI
$7.58B
$20.2K ﹤0.01%
1,008
MHK icon
541
Mohawk Industries
MHK
$6.68B
$19.8K ﹤0.01%
181
IDV icon
542
iShares International Select Dividend ETF
IDV
$7.8B
$19.8K ﹤0.01%
501
SHYG icon
543
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.77B
$19.5K ﹤0.01%
455
SPGI icon
544
S&P Global
SPGI
$135B
$19.3K ﹤0.01%
37
XAR icon
545
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.09B
$19.3K ﹤0.01%
80
HSY icon
546
Hershey
HSY
$45.9B
$18.9K ﹤0.01%
104
TLT icon
547
iShares 20+ Year Treasury Bond ETF
TLT
$44.5B
$18.9K ﹤0.01%
217
USRT icon
548
iShares Core US REIT ETF
USRT
$3.6B
$18.9K ﹤0.01%
331
CME icon
549
CME Group
CME
$114B
$18.8K ﹤0.01%
69
HTGC icon
550
Hercules Capital
HTGC
$2.78B
$18.8K ﹤0.01%
+1,000