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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNTX icon
601
Gentex
GNTX
$4.86B
$5.53K ﹤0.01%
253
LPG icon
602
Dorian LPG
LPG
$1.52B
$5.47K ﹤0.01%
160
PSKY
603
Paramount Skydance Corp
PSKY
$13.1B
$5.35K ﹤0.01%
593
ESS icon
604
Essex Property Trust
ESS
$16.3B
$5.32K ﹤0.01%
22
SU icon
605
Suncor Energy
SU
$74.2B
$5.29K ﹤0.01%
80
-16,822
CDRE icon
606
Cadre Holdings
CDRE
$1.26B
$5.22K ﹤0.01%
+170
SSP icon
607
E.W. Scripps
SSP
$451M
$5.2K ﹤0.01%
1,397
SCHH icon
608
Schwab US REIT ETF
SCHH
$9.7B
$4.96K ﹤0.01%
231
-489
CMG icon
609
Chipotle Mexican Grill
CMG
$45.7B
$4.96K ﹤0.01%
155
REET icon
610
iShares Global REIT ETF
REET
$4.73B
$4.96K ﹤0.01%
197
AWK icon
611
American Water Works
AWK
$25.6B
$4.9K ﹤0.01%
36
BINC icon
612
BlackRock Flexible Income ETF
BINC
$16.9B
$4.83K ﹤0.01%
93
WMG icon
613
Warner Music
WMG
$15.4B
$4.83K ﹤0.01%
189
BBRE icon
614
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.1B
$4.79K ﹤0.01%
50
FREL icon
615
Fidelity MSCI Real Estate Index ETF
FREL
$1.43B
$4.76K ﹤0.01%
177
REZ icon
616
iShares Residential and Multisector Real Estate ETF
REZ
$815M
$4.74K ﹤0.01%
57
DOC icon
617
Healthpeak Properties
DOC
$11.4B
$4.71K ﹤0.01%
+287
SRVR icon
618
Pacer Data & Infrastructure Real Estate ETF
SRVR
$401M
$4.68K ﹤0.01%
150
SLQD icon
619
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
$4.64K ﹤0.01%
92
VEON icon
620
VEON
VEON
$3.58B
$4.63K ﹤0.01%
100
UAL icon
621
United Airlines
UAL
$29.8B
$4.6K ﹤0.01%
50
RR icon
622
Richtech Robotics
RR
$619M
$4.58K ﹤0.01%
2,189
SMCI icon
623
Super Micro Computer
SMCI
$17.5B
$4.55K ﹤0.01%
200
RWR icon
624
State Street SPDR Dow Jones REIT ETF
RWR
$1.78B
$4.54K ﹤0.01%
45
IYR icon
625
iShares US Real Estate ETF
IYR
$4.04B
$4.54K ﹤0.01%
48
23 24
25
26 27