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 Buys

1
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

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
PPL icon
526
PPL Corp
PPL
$25.2B
$25.1K ﹤0.01%
675
ACWV icon
527
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.35B
$25.1K ﹤0.01%
209
FELG icon
528
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.66B
$25K ﹤0.01%
608
-600
FELV icon
529
Fidelity Enhanced Large Cap Value ETF
FELV
$2.53B
$24.9K ﹤0.01%
744
ANGL icon
530
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$24.1K ﹤0.01%
809
ADNT icon
531
Adient
ADNT
$1.5B
$24K ﹤0.01%
997
GOVT icon
532
iShares US Treasury Bond ETF
GOVT
$33.2B
$24K ﹤0.01%
1,037
JHMM icon
533
John Hancock Multifactor Mid Cap ETF
JHMM
$4.59B
$23.9K ﹤0.01%
370
-166
VTV icon
534
Vanguard Value ETF
VTV
$154B
$23.9K ﹤0.01%
128
-75
SIRI icon
535
SiriusXM
SIRI
$7.34B
$23.5K ﹤0.01%
1,008
IWO icon
536
iShares Russell 2000 Growth ETF
IWO
$13.3B
$23.4K ﹤0.01%
73
MHK icon
537
Mohawk Industries
MHK
$6.94B
$23.3K ﹤0.01%
181
CMP icon
538
Compass Minerals
CMP
$856M
$23.3K ﹤0.01%
1,214
LYG icon
539
Lloyds Banking Group
LYG
$75.8B
$22.7K ﹤0.01%
5,000
FNB icon
540
FNB Corp
FNB
$6.08B
$22.6K ﹤0.01%
1,400
MTBA icon
541
Simplify MBS ETF
MTBA
$1.64B
$22.5K ﹤0.01%
446
-440
HOFT icon
542
Hooker Furnishings Corp
HOFT
$124M
$22.3K ﹤0.01%
2,200
CATO icon
543
Cato Corp
CATO
$66.6M
$22.3K ﹤0.01%
5,300
XBI icon
544
State Street SPDR S&P Biotech ETF
XBI
$8.21B
$22.1K ﹤0.01%
221
VTIP icon
545
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$22K ﹤0.01%
435
WU icon
546
Western Union
WU
$2.86B
$21.6K ﹤0.01%
2,700
EFV icon
547
iShares MSCI EAFE Value ETF
EFV
$27.4B
$21.6K ﹤0.01%
318
+202
SPTS icon
548
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.85B
$21.6K ﹤0.01%
735
OHI icon
549
Omega Healthcare
OHI
$13.6B
$21.5K ﹤0.01%
510
NEE icon
550
NextEra Energy
NEE
$175B
$21.2K ﹤0.01%
281
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