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
HTRB icon
526
Hartford Total Return Bond ETF
HTRB
$2.07B
$29.7K 0.01%
876
FDP icon
527
Fresh Del Monte Produce
FDP
$1.79B
$29.2K 0.01%
900
CFG icon
528
Citizens Financial Group
CFG
$22.4B
$28.9K 0.01%
645
+500
FBND icon
529
Fidelity Total Bond ETF
FBND
$21B
$28.4K 0.01%
620
OZK icon
530
Bank OZK
OZK
$4.97B
$28.2K 0.01%
600
SJM icon
531
J.M. Smucker
SJM
$11.6B
$27.7K 0.01%
282
DNOW icon
532
DNOW Inc
DNOW
$2.44B
$27.6K 0.01%
1,863
HTZ icon
533
Hertz
HTZ
$1.9B
$27.3K 0.01%
4,000
-990
AFL icon
534
Aflac
AFL
$60B
$27.3K 0.01%
259
HTZWW
535
Hertz Global Holdings Warrants
HTZWW
$292M
$27K 0.01%
7,403
MA icon
536
Mastercard
MA
$496B
$27K 0.01%
48
-143
TCPC icon
537
BlackRock TCP Capital
TCPC
$486M
$26.7K 0.01%
3,471
PGZ
538
Principal Real Estate Income Fund
PGZ
$69.6M
$26.3K 0.01%
2,500
LQD icon
539
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$26.1K 0.01%
238
TGI
540
DELISTED
Triumph Group
TGI
$25.8K 0.01%
1,000
TSM icon
541
TSMC
TSM
$1.51T
$25.6K 0.01%
113
+15
CRWD icon
542
CrowdStrike
CRWD
$140B
$25.5K 0.01%
50
SWKS icon
543
Skyworks Solutions
SWKS
$10.4B
$25.3K 0.01%
340
IJH icon
544
iShares Core S&P Mid-Cap ETF
IJH
$100B
$25.1K ﹤0.01%
405
MINT icon
545
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$25K ﹤0.01%
249
XLU icon
546
Utilities Select Sector SPDR Fund
XLU
$21.9B
$24.9K ﹤0.01%
305
ACWV icon
547
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
$24.8K ﹤0.01%
209
-100
RHI icon
548
Robert Half
RHI
$2.71B
$24.6K ﹤0.01%
600
HUBB icon
549
Hubbell
HUBB
$24.3B
$24.5K ﹤0.01%
60
CMP icon
550
Compass Minerals
CMP
$732M
$24.4K ﹤0.01%
1,214