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 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
VGSH icon
576
Vanguard Short-Term Treasury ETF
VGSH
$27B
$15K ﹤0.01%
255
EPR icon
577
EPR Properties
EPR
$4.38B
$15K ﹤0.01%
300
MUB icon
578
iShares National Muni Bond ETF
MUB
$42.7B
$14.9K ﹤0.01%
139
AMP icon
579
Ameriprise Financial
AMP
$43.2B
$14.7K ﹤0.01%
30
ECVT icon
580
Ecovyst
ECVT
$1.29B
$14.6K ﹤0.01%
1,500
NUS icon
581
Nu Skin
NUS
$369M
$14.6K ﹤0.01%
1,515
ITB icon
582
iShares US Home Construction ETF
ITB
$2.6B
$14.4K ﹤0.01%
150
ADI icon
583
Analog Devices
ADI
$161B
$14.4K ﹤0.01%
53
NOC icon
584
Northrop Grumman
NOC
$105B
$14.3K ﹤0.01%
25
IWO icon
585
iShares Russell 2000 Growth ETF
IWO
$12.9B
$13.9K ﹤0.01%
43
-30
MAGN
586
Magnera Corp
MAGN
$441M
$13.7K ﹤0.01%
907
-61
TSM icon
587
TSMC
TSM
$1.84T
$13.7K ﹤0.01%
45
AAL icon
588
American Airlines Group
AAL
$7.78B
$13.7K ﹤0.01%
891
FV icon
589
First Trust Dorsey Wright Focus 5 ETF
FV
$3.49B
$13.7K ﹤0.01%
217
JMTG
590
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.55B
$13.6K ﹤0.01%
+267
HYG icon
591
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$13.6K ﹤0.01%
169
ES icon
592
Eversource Energy
ES
$27.7B
$13.4K ﹤0.01%
199
SAP icon
593
SAP
SAP
$232B
$13.4K ﹤0.01%
55
AMCX icon
594
AMC Networks
AMCX
$354M
$13.3K ﹤0.01%
1,400
CRWV
595
CoreWeave Inc
CRWV
$39B
$13.2K ﹤0.01%
+185
BCE icon
596
BCE
BCE
$24.2B
$13.2K ﹤0.01%
553
IAGG icon
597
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$13.1K ﹤0.01%
262
+131
SNY icon
598
Sanofi
SNY
$109B
$13K ﹤0.01%
268
EG icon
599
Everest Group
EG
$13.5B
$12.9K ﹤0.01%
38
AMGN icon
600
Amgen
AMGN
$198B
$12.8K ﹤0.01%
39