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
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$1.15M
3 +$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SSBK
576
DELISTED
Southern States Bancshares
SSBK
$21.3K ﹤0.01%
585
LYG icon
577
Lloyds Banking Group
LYG
$73B
$21.3K ﹤0.01%
5,000
-7,500
WTW icon
578
Willis Towers Watson
WTW
$30.8B
$21.1K ﹤0.01%
69
DDS icon
579
Dillards
DDS
$9.53B
$20.9K ﹤0.01%
50
IWO icon
580
iShares Russell 2000 Growth ETF
IWO
$13.1B
$20.9K ﹤0.01%
73
+40
CEG icon
581
Constellation Energy
CEG
$113B
$20.7K ﹤0.01%
64
+59
PLTR icon
582
Palantir
PLTR
$461B
$20.4K ﹤0.01%
150
-10
FNB icon
583
FNB Corp
FNB
$5.76B
$20.4K ﹤0.01%
1,400
STZ icon
584
Constellation Brands
STZ
$22.3B
$20.2K ﹤0.01%
124
AGG icon
585
iShares Core US Aggregate Bond ETF
AGG
$132B
$20.1K ﹤0.01%
203
TRS icon
586
TriMas Corp
TRS
$1.27B
$20K ﹤0.01%
700
TK icon
587
Teekay
TK
$830M
$19.8K ﹤0.01%
2,400
SHYG icon
588
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.3B
$19.6K ﹤0.01%
455
CHTR icon
589
Charter Communications
CHTR
$27.2B
$19.6K ﹤0.01%
48
SPGI icon
590
S&P Global
SPGI
$150B
$19.5K ﹤0.01%
37
NEE icon
591
NextEra Energy
NEE
$177B
$19.5K ﹤0.01%
281
GEM icon
592
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.18B
$19.5K ﹤0.01%
523
ADNT icon
593
Adient
ADNT
$1.55B
$19.4K ﹤0.01%
997
LIN icon
594
Linde
LIN
$196B
$19.2K ﹤0.01%
41
TLT icon
595
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$19.1K ﹤0.01%
217
PHIN icon
596
Phinia Inc
PHIN
$2.05B
$19.1K ﹤0.01%
430
CME icon
597
CME Group
CME
$99.7B
$19K ﹤0.01%
69
MHK icon
598
Mohawk Industries
MHK
$6.72B
$19K ﹤0.01%
181
CWH icon
599
Camping World
CWH
$731M
$18.9K ﹤0.01%
1,100
OHI icon
600
Omega Healthcare
OHI
$12.9B
$18.7K ﹤0.01%
510