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
526
$25.1K ﹤0.01%
675
527
$25.1K ﹤0.01%
209
528
$25K ﹤0.01%
608
-600
529
$24.9K ﹤0.01%
744
530
$24.1K ﹤0.01%
809
531
$24K ﹤0.01%
997
532
$24K ﹤0.01%
1,037
533
$23.9K ﹤0.01%
370
-166
534
$23.9K ﹤0.01%
128
-75
535
$23.5K ﹤0.01%
1,008
536
$23.4K ﹤0.01%
73
537
$23.3K ﹤0.01%
181
538
$23.3K ﹤0.01%
1,214
539
$22.7K ﹤0.01%
5,000
540
$22.6K ﹤0.01%
1,400
541
$22.5K ﹤0.01%
446
-440
542
$22.3K ﹤0.01%
2,200
543
$22.3K ﹤0.01%
5,300
544
$22.1K ﹤0.01%
221
545
$22K ﹤0.01%
435
546
$21.6K ﹤0.01%
2,700
547
$21.6K ﹤0.01%
318
+202
548
$21.6K ﹤0.01%
735
549
$21.5K ﹤0.01%
510
550
$21.2K ﹤0.01%
281
20 21
22
23 24