IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 4.56%
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
$111B
$21.1K ﹤0.01%
64
JHG icon
552
Janus Henderson
JHG
$7.15B
$21K ﹤0.01%
471
AMT icon
553
American Tower
AMT
$85.9B
$21K ﹤0.01%
109
IPI icon
554
Intrepid Potash
IPI
$447M
$20.5K ﹤0.01%
670
RHI icon
555
Robert Half
RHI
$2.87B
$20.4K ﹤0.01%
600
AGG icon
556
iShares Core US Aggregate Bond ETF
AGG
$137B
$20.4K ﹤0.01%
203
DYNF icon
557
BlackRock US Equity Factor Rotation ETF
DYNF
$31.7B
$20K ﹤0.01%
+338
SHYG icon
558
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.12B
$19.7K ﹤0.01%
455
TK icon
559
Teekay
TK
$825M
$19.6K ﹤0.01%
2,400
VRT icon
560
Vertiv
VRT
$67.6B
$19.6K ﹤0.01%
130
+100
LIN icon
561
Linde
LIN
$205B
$19.5K ﹤0.01%
41
HSY icon
562
Hershey
HSY
$40.1B
$19.5K ﹤0.01%
104
USRT icon
563
iShares Core US REIT ETF
USRT
$3.37B
$19.4K ﹤0.01%
331
+1
TLT icon
564
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
$19.4K ﹤0.01%
217
IEF icon
565
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$19.1K ﹤0.01%
198
+89
XAR icon
566
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$18.8K ﹤0.01%
80
CME icon
567
CME Group
CME
$101B
$18.6K ﹤0.01%
69
NOV icon
568
NOV
NOV
$6.57B
$18.6K ﹤0.01%
1,400
DIN icon
569
Dine Brands
DIN
$546M
$18.5K ﹤0.01%
750
NUS icon
570
Nu Skin
NUS
$563M
$18.5K ﹤0.01%
1,515
IDV icon
571
iShares International Select Dividend ETF
IDV
$6.99B
$18.3K ﹤0.01%
+501
MFIN icon
572
Medallion Financial
MFIN
$234M
$18.2K ﹤0.01%
1,800
SPGI icon
573
S&P Global
SPGI
$165B
$18K ﹤0.01%
37
CE icon
574
Celanese
CE
$5.14B
$17.7K ﹤0.01%
420
USIG icon
575
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
$17.6K ﹤0.01%
338
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