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 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
CEG icon
551
Constellation Energy
CEG
$115B
$21.1K ﹤0.01%
64
JHG icon
552
Janus Henderson
JHG
$6.85B
$21K ﹤0.01%
471
AMT icon
553
American Tower
AMT
$83.7B
$21K ﹤0.01%
109
IPI icon
554
Intrepid Potash
IPI
$345M
$20.5K ﹤0.01%
670
RHI icon
555
Robert Half
RHI
$2.71B
$20.4K ﹤0.01%
600
AGG icon
556
iShares Core US Aggregate Bond ETF
AGG
$135B
$20.4K ﹤0.01%
203
DYNF icon
557
BlackRock US Equity Factor Rotation ETF
DYNF
$30B
$20K ﹤0.01%
+338
SHYG icon
558
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$19.7K ﹤0.01%
455
TK icon
559
Teekay
TK
$817M
$19.6K ﹤0.01%
2,400
VRT icon
560
Vertiv
VRT
$69.8B
$19.6K ﹤0.01%
130
+100
LIN icon
561
Linde
LIN
$188B
$19.5K ﹤0.01%
41
HSY icon
562
Hershey
HSY
$37B
$19.5K ﹤0.01%
104
USRT icon
563
iShares Core US REIT ETF
USRT
$3.27B
$19.4K ﹤0.01%
331
+1
TLT icon
564
iShares 20+ Year Treasury Bond ETF
TLT
$49.3B
$19.4K ﹤0.01%
217
IEF icon
565
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$19.1K ﹤0.01%
198
+89
XAR icon
566
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.51B
$18.8K ﹤0.01%
80
CME icon
567
CME Group
CME
$98.5B
$18.6K ﹤0.01%
69
NOV icon
568
NOV
NOV
$5.95B
$18.6K ﹤0.01%
1,400
DIN icon
569
Dine Brands
DIN
$470M
$18.5K ﹤0.01%
750
NUS icon
570
Nu Skin
NUS
$478M
$18.5K ﹤0.01%
1,515
IDV icon
571
iShares International Select Dividend ETF
IDV
$6.44B
$18.3K ﹤0.01%
+501
MFIN icon
572
Medallion Financial
MFIN
$233M
$18.2K ﹤0.01%
1,800
SPGI icon
573
S&P Global
SPGI
$150B
$18K ﹤0.01%
37
CE icon
574
Celanese
CE
$4.36B
$17.7K ﹤0.01%
420
USIG icon
575
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$17.6K ﹤0.01%
338
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