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
USRT icon
601
iShares Core US REIT ETF
USRT
$3.15B
$18.7K ﹤0.01%
330
VIGI icon
602
Vanguard International Dividend Appreciation ETF
VIGI
$8.54B
$18.7K ﹤0.01%
207
XBI icon
603
State Street SPDR S&P Biotech ETF
XBI
$6.37B
$18.3K ﹤0.01%
221
+200
JHG icon
604
Janus Henderson
JHG
$6.76B
$18.3K ﹤0.01%
471
DIN icon
605
Dine Brands
DIN
$359M
$18.2K ﹤0.01%
750
ACN icon
606
Accenture
ACN
$152B
$18.2K ﹤0.01%
61
LPL icon
607
LG Display
LPL
$4.64B
$18.1K ﹤0.01%
5,300
WBA
608
DELISTED
Walgreens Boots Alliance
WBA
$18.1K ﹤0.01%
1,575
NBR icon
609
Nabors Industries
NBR
$751M
$18K ﹤0.01%
642
USIG icon
610
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$18K ﹤0.01%
349
DXC icon
611
DXC Technology
DXC
$2.29B
$17.7K ﹤0.01%
1,160
EPR icon
612
EPR Properties
EPR
$3.88B
$17.5K ﹤0.01%
300
NOV icon
613
NOV
NOV
$5.62B
$17.4K ﹤0.01%
1,400
VB icon
614
Vanguard Small-Cap ETF
VB
$67.5B
$17.3K ﹤0.01%
73
HSY icon
615
Hershey
HSY
$34.6B
$17.3K ﹤0.01%
104
BHF icon
616
Brighthouse Financial
BHF
$3.77B
$17.2K ﹤0.01%
320
MFIN icon
617
Medallion Financial
MFIN
$230M
$17.2K ﹤0.01%
1,800
XAR icon
618
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.81B
$16.9K ﹤0.01%
80
-29
MRC
619
DELISTED
MRC Global
MRC
$16.5K ﹤0.01%
1,200
UNFI icon
620
United Natural Foods
UNFI
$2.41B
$16.3K ﹤0.01%
700
AMP icon
621
Ameriprise Financial
AMP
$42.9B
$16K ﹤0.01%
30
SCHH icon
622
Schwab US REIT ETF
SCHH
$8.29B
$15.2K ﹤0.01%
719
IDEV icon
623
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$15.2K ﹤0.01%
200
-327
VGSH icon
624
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$15K ﹤0.01%
255
IYW icon
625
iShares US Technology ETF
IYW
$23B
$14.9K ﹤0.01%
86
-37