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 Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

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
CWI icon
551
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.45B
$18.8K ﹤0.01%
523
-340
IPI icon
552
Intrepid Potash
IPI
$535M
$18.6K ﹤0.01%
670
MFIN icon
553
Medallion Financial
MFIN
$232M
$18.5K ﹤0.01%
1,800
HNI icon
554
HNI Corp
HNI
$3.02B
$18.4K ﹤0.01%
+438
SOUN icon
555
SoundHound AI
SOUN
$3.47B
$18.2K ﹤0.01%
1,822
LQD icon
556
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$18K ﹤0.01%
163
-75
ADNT icon
557
Adient
ADNT
$1.73B
$17.8K ﹤0.01%
931
-66
CE icon
558
Celanese
CE
$5.76B
$17.8K ﹤0.01%
420
NEXA icon
559
Nexa Resources
NEXA
$1.51B
$17.7K ﹤0.01%
2,000
USIG icon
560
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.8B
$17.5K ﹤0.01%
338
LIN icon
561
Linde
LIN
$227B
$17.5K ﹤0.01%
41
IYW icon
562
iShares US Technology ETF
IYW
$19.6B
$17.2K ﹤0.01%
86
STZ icon
563
Constellation Brands
STZ
$25.5B
$17.1K ﹤0.01%
124
DXC icon
564
DXC Technology
DXC
$2.24B
$17K ﹤0.01%
1,160
PHIN icon
565
Phinia Inc
PHIN
$2.64B
$16.9K ﹤0.01%
270
IDEV icon
566
iShares Core MSCI International Developed Markets ETF
IDEV
$28.2B
$16.5K ﹤0.01%
200
DG icon
567
Dollar General
DG
$32.3B
$16.5K ﹤0.01%
124
CATO icon
568
Cato Corp
CATO
$65M
$16.4K ﹤0.01%
5,300
RHI icon
569
Robert Half
RHI
$2.52B
$16.3K ﹤0.01%
600
CNMD icon
570
CONMED
CNMD
$1.28B
$16.2K ﹤0.01%
+400
JHMM icon
571
John Hancock Multifactor Mid Cap ETF
JHMM
$4.97B
$16K ﹤0.01%
245
-125
MAGS icon
572
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.48B
$15.8K ﹤0.01%
240
DYNF icon
573
BlackRock US Equity Factor Rotation ETF
DYNF
$33B
$15.5K ﹤0.01%
255
-83
PFG icon
574
Principal Financial Group
PFG
$20.3B
$15.3K ﹤0.01%
173
SCHH icon
575
Schwab US REIT ETF
SCHH
$9.62B
$15K ﹤0.01%
720
21 22
23
24 25