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
$546M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

1
+$1.04M
2
+$985K
3
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFUS icon
601
Littelfuse
LFUS
$8.72B
$12.6K ﹤0.01%
50
TOL icon
602
Toll Brothers
TOL
$12.9B
$12.6K ﹤0.01%
93
AVY icon
603
Avery Dennison
AVY
$13.2B
$12.6K ﹤0.01%
69
IVOL icon
604
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$478M
$12.3K ﹤0.01%
642
PBR icon
605
Petrobras
PBR
$132B
$12.3K ﹤0.01%
1,034
-75
MT icon
606
ArcelorMittal
MT
$40.3B
$12.1K ﹤0.01%
266
-6,133
DE icon
607
Deere & Co
DE
$156B
$12.1K ﹤0.01%
26
NEM icon
608
Newmont
NEM
$123B
$12K ﹤0.01%
+120
TLH icon
609
iShares 10-20 Year Treasury Bond ETF
TLH
$11.7B
$11.9K ﹤0.01%
117
BR icon
610
Broadridge
BR
$18.8B
$11.6K ﹤0.01%
52
FNDX icon
611
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
$11.6K ﹤0.01%
426
RYAM icon
612
Rayonier Advanced Materials
RYAM
$716M
$11.2K ﹤0.01%
1,900
IWP icon
613
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$11.1K ﹤0.01%
81
HNDL icon
614
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$624M
$11.1K ﹤0.01%
503
SABA
615
Saba Capital Income & Opportunities Fund II
SABA
$232M
$11K ﹤0.01%
1,335
YUM icon
616
Yum! Brands
YUM
$43.1B
$10.7K ﹤0.01%
71
CWH icon
617
Camping World
CWH
$412M
$10.7K ﹤0.01%
1,100
BA icon
618
Boeing
BA
$164B
$10.6K ﹤0.01%
49
+39
MATW icon
619
Matthews International
MATW
$790M
$10.4K ﹤0.01%
400
ESGE icon
620
iShares ESG Aware MSCI EM ETF
ESGE
$5.94B
$10.4K ﹤0.01%
235
MG icon
621
Mistras Group
MG
$483M
$10.1K ﹤0.01%
800
CHTR icon
622
Charter Communications
CHTR
$27.4B
$10K ﹤0.01%
48
HOUS
623
DELISTED
Anywhere Real Estate
HOUS
$9.91K ﹤0.01%
700
-16,867
IEF icon
624
iShares 7-10 Year Treasury Bond ETF
IEF
$48.4B
$9.71K ﹤0.01%
101
-97
NOK icon
625
Nokia
NOK
$49.2B
$9.71K ﹤0.01%
1,500
-7,100
23 24
25
26 27