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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MASI icon
551
Masimo
MASI
$9.35B
$8.89K ﹤0.01%
50
JPST icon
552
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
$8.71K ﹤0.01%
172
IVE icon
553
iShares S&P 500 Value ETF
IVE
$48.6B
$8.66K ﹤0.01%
41
JHMM icon
554
John Hancock Multifactor Mid Cap ETF
JHMM
$5.24B
$8.39K ﹤0.01%
125
-120
SAMT icon
555
Strategas Macro Thematic Opportunities ETF
SAMT
$647M
$8.37K ﹤0.01%
213
+50
BAH icon
556
Booz Allen Hamilton
BAH
$9.33B
$8.27K ﹤0.01%
106
+55
THRO
557
iShares U.S. Thematic Rotation Active ETF
THRO
$8.06B
$8.26K ﹤0.01%
228
ABT icon
558
Abbott
ABT
$159B
$8.21K ﹤0.01%
80
+24
MAGN
559
Magnera Corp
MAGN
$368M
$8.04K ﹤0.01%
846
-61
SON icon
560
Sonoco
SON
$4.69B
$7.95K ﹤0.01%
147
+23
MRSH
561
Marsh
MRSH
$84.6B
$7.8K ﹤0.01%
45
UBER icon
562
Uber
UBER
$154B
$7.63K ﹤0.01%
106
+6
JEPI icon
563
JPMorgan Equity Premium Income ETF
JEPI
$44.9B
$7.59K ﹤0.01%
134
EW icon
564
Edwards Lifesciences
EW
$47B
$7.53K ﹤0.01%
94
CWH icon
565
Camping World
CWH
$450M
$7.51K ﹤0.01%
1,100
IEX icon
566
IDEX
IEX
$15.1B
$7.39K ﹤0.01%
39
COMP icon
567
Compass
COMP
$5.9B
$7.35K ﹤0.01%
+1,005
AEP icon
568
American Electric Power
AEP
$71.5B
$7.34K ﹤0.01%
56
BCE icon
569
BCE
BCE
$22.1B
$7.29K ﹤0.01%
289
-264
ONDS icon
570
Ondas Inc
ONDS
$5.34B
$7.09K ﹤0.01%
+784
CAT icon
571
Caterpillar
CAT
$376B
$7.08K ﹤0.01%
10
PSLV icon
572
Sprott Physical Silver Trust
PSLV
$16B
$7.02K ﹤0.01%
+288
AAAU icon
573
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.93B
$7.02K ﹤0.01%
152
BHC icon
574
Bausch Health
BHC
$2.12B
$7.02K ﹤0.01%
1,300
BRSL
575
Brightstar Lottery PLC
BRSL
$2.33B
$6.93K ﹤0.01%
544
21 22
23
24 25