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
PBR icon
601
Petrobras
PBR
$83B
$14K ﹤0.01%
1,109
MTB icon
602
M&T Bank
MTB
$30.1B
$13.8K ﹤0.01%
70
-225
HYG icon
603
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$13.7K ﹤0.01%
169
RYAM icon
604
Rayonier Advanced Materials
RYAM
$427M
$13.7K ﹤0.01%
1,900
FV icon
605
First Trust Dorsey Wright Focus 5 ETF
FV
$3.64B
$13.4K ﹤0.01%
217
EG icon
606
Everest Group
EG
$13.2B
$13.3K ﹤0.01%
38
CHTR icon
607
Charter Communications
CHTR
$25.9B
$13.2K ﹤0.01%
48
ECVT icon
608
Ecovyst
ECVT
$973M
$13.1K ﹤0.01%
1,500
SPEM icon
609
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$13.1K ﹤0.01%
280
-255
ADI icon
610
Analog Devices
ADI
$136B
$13K ﹤0.01%
53
LFUS icon
611
Littelfuse
LFUS
$6.44B
$13K ﹤0.01%
50
BCE icon
612
BCE
BCE
$21.7B
$12.9K ﹤0.01%
553
TOL icon
613
Toll Brothers
TOL
$13.6B
$12.8K ﹤0.01%
93
DG icon
614
Dollar General
DG
$27.6B
$12.8K ﹤0.01%
124
SNY icon
615
Sanofi
SNY
$119B
$12.7K ﹤0.01%
268
TSM icon
616
TSMC
TSM
$1.52T
$12.6K ﹤0.01%
45
-68
BR icon
617
Broadridge
BR
$27B
$12.4K ﹤0.01%
52
IVOL icon
618
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$430M
$12.4K ﹤0.01%
642
SABA
619
Saba Capital Income & Opportunities Fund II
SABA
$243M
$12.2K ﹤0.01%
1,335
TLH icon
620
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$12.1K ﹤0.01%
117
+79
DE icon
621
Deere & Co
DE
$131B
$11.9K ﹤0.01%
26
ZTS icon
622
Zoetis
ZTS
$53.1B
$11.7K ﹤0.01%
80
AMCX icon
623
AMC Networks
AMCX
$396M
$11.5K ﹤0.01%
1,400
IWP icon
624
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$11.5K ﹤0.01%
81
-89
XEL icon
625
Xcel Energy
XEL
$46B
$11.5K ﹤0.01%
142
23 24
25
26 27