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
601
$14K ﹤0.01%
1,109
602
$13.8K ﹤0.01%
70
-225
603
$13.7K ﹤0.01%
169
604
$13.7K ﹤0.01%
1,900
605
$13.4K ﹤0.01%
217
606
$13.3K ﹤0.01%
38
607
$13.2K ﹤0.01%
48
608
$13.1K ﹤0.01%
1,500
609
$13.1K ﹤0.01%
280
-255
610
$13K ﹤0.01%
53
611
$13K ﹤0.01%
50
612
$12.9K ﹤0.01%
553
613
$12.8K ﹤0.01%
93
614
$12.8K ﹤0.01%
124
615
$12.7K ﹤0.01%
268
616
$12.6K ﹤0.01%
45
-68
617
$12.4K ﹤0.01%
52
618
$12.4K ﹤0.01%
642
619
$12.2K ﹤0.01%
1,335
620
$12.1K ﹤0.01%
117
+79
621
$11.9K ﹤0.01%
26
622
$11.7K ﹤0.01%
80
623
$11.5K ﹤0.01%
1,400
624
$11.5K ﹤0.01%
81
-89
625
$11.5K ﹤0.01%
142
23 24
25
26 27