IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

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 4.58%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPR icon
576
EPR Properties
EPR
$3.95B
$17.4K ﹤0.01%
300
CWH icon
577
Camping World
CWH
$699M
$17.4K ﹤0.01%
1,100
MRC
578
DELISTED
MRC Global
MRC
$17.3K ﹤0.01%
1,200
USXF icon
579
iShares ESG Advanced MSCI USA ETF
USXF
$1.21B
$17.3K ﹤0.01%
301
+178
YPF icon
580
YPF
YPF
$14.4B
$17K ﹤0.01%
700
BHF icon
581
Brighthouse Financial
BHF
$3.75B
$17K ﹤0.01%
320
IYW icon
582
iShares US Technology ETF
IYW
$21.2B
$16.8K ﹤0.01%
86
IVE icon
583
iShares S&P 500 Value ETF
IVE
$47.4B
$16.7K ﹤0.01%
+81
STZ icon
584
Constellation Brands
STZ
$24B
$16.7K ﹤0.01%
124
ITB icon
585
iShares US Home Construction ETF
ITB
$2.65B
$16.1K ﹤0.01%
150
IDEV icon
586
iShares Core MSCI International Developed Markets ETF
IDEV
$23.8B
$16K ﹤0.01%
200
DXC icon
587
DXC Technology
DXC
$2.43B
$15.8K ﹤0.01%
1,160
MAGS icon
588
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.93B
$15.6K ﹤0.01%
240
SCHH icon
589
Schwab US REIT ETF
SCHH
$8.37B
$15.5K ﹤0.01%
720
+1
PHIN icon
590
Phinia Inc
PHIN
$2.09B
$15.5K ﹤0.01%
270
-160
PAAS icon
591
Pan American Silver
PAAS
$18.7B
$15.5K ﹤0.01%
399
-87
DDS icon
592
Dillards
DDS
$10.6B
$15.4K ﹤0.01%
25
-25
NOC icon
593
Northrop Grumman
NOC
$78.9B
$15.2K ﹤0.01%
25
VGSH icon
594
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$15K ﹤0.01%
255
MUB icon
595
iShares National Muni Bond ETF
MUB
$41.4B
$14.8K ﹤0.01%
+139
AMP icon
596
Ameriprise Financial
AMP
$44B
$14.7K ﹤0.01%
30
SAP icon
597
SAP
SAP
$286B
$14.7K ﹤0.01%
+55
PFG icon
598
Principal Financial Group
PFG
$18.9B
$14.3K ﹤0.01%
173
TEL icon
599
TE Connectivity
TEL
$68.7B
$14.3K ﹤0.01%
+65
ES icon
600
Eversource Energy
ES
$25.2B
$14.2K ﹤0.01%
199
22 23
24
25 26