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
576
$17.4K ﹤0.01%
300
577
$17.4K ﹤0.01%
1,100
578
$17.3K ﹤0.01%
1,200
579
$17.3K ﹤0.01%
301
+178
580
$17K ﹤0.01%
700
581
$17K ﹤0.01%
320
582
$16.8K ﹤0.01%
86
583
$16.7K ﹤0.01%
+81
584
$16.7K ﹤0.01%
124
585
$16.1K ﹤0.01%
150
586
$16K ﹤0.01%
200
587
$15.8K ﹤0.01%
1,160
588
$15.6K ﹤0.01%
240
589
$15.5K ﹤0.01%
720
+1
590
$15.5K ﹤0.01%
270
-160
591
$15.5K ﹤0.01%
399
-87
592
$15.4K ﹤0.01%
25
-25
593
$15.2K ﹤0.01%
25
594
$15K ﹤0.01%
255
595
$14.8K ﹤0.01%
+139
596
$14.7K ﹤0.01%
30
597
$14.7K ﹤0.01%
+55
598
$14.3K ﹤0.01%
173
599
$14.3K ﹤0.01%
+65
600
$14.2K ﹤0.01%
199
22 23
24
25 26