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
551
$21.1K ﹤0.01%
64
552
$21K ﹤0.01%
471
553
$21K ﹤0.01%
109
554
$20.5K ﹤0.01%
670
555
$20.4K ﹤0.01%
600
556
$20.4K ﹤0.01%
203
557
$20K ﹤0.01%
+338
558
$19.7K ﹤0.01%
455
559
$19.6K ﹤0.01%
2,400
560
$19.6K ﹤0.01%
130
+100
561
$19.5K ﹤0.01%
41
562
$19.5K ﹤0.01%
104
563
$19.4K ﹤0.01%
331
+1
564
$19.4K ﹤0.01%
217
565
$19.1K ﹤0.01%
198
+89
566
$18.8K ﹤0.01%
80
567
$18.6K ﹤0.01%
69
568
$18.6K ﹤0.01%
1,400
569
$18.5K ﹤0.01%
750
570
$18.5K ﹤0.01%
1,515
571
$18.3K ﹤0.01%
+501
572
$18.2K ﹤0.01%
1,800
573
$18K ﹤0.01%
37
574
$17.7K ﹤0.01%
420
575
$17.6K ﹤0.01%
338
-11
21 22
23
24 25