IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
UCB
626
United Community Banks
UCB
$3.83B
$9.59K ﹤0.01%
307
+287
VNQI icon
627
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
$9.58K ﹤0.01%
209
XLRE icon
628
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.61B
$9.36K ﹤0.01%
232
BHC icon
629
Bausch Health
BHC
$2.06B
$9.04K ﹤0.01%
1,300
FPXI icon
630
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$163M
$8.87K ﹤0.01%
150
THRO
631
iShares U.S. Thematic Rotation Active ETF
THRO
$7.34B
$8.79K ﹤0.01%
228
JPST icon
632
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$8.7K ﹤0.01%
+172
IVE icon
633
iShares S&P 500 Value ETF
IVE
$49.7B
$8.7K ﹤0.01%
41
-40
SNCR
634
DELISTED
Synchronoss Technologies
SNCR
$8.59K ﹤0.01%
1,004
TEF
635
DELISTED
Telefonica
TEF
$8.57K ﹤0.01%
2,115
EPC icon
636
Edgewell Personal Care
EPC
$986M
$8.53K ﹤0.01%
500
BMO icon
637
Bank of Montreal
BMO
$102B
$8.44K ﹤0.01%
65
BRSL
638
Brightstar Lottery PLC
BRSL
$2.52B
$8.42K ﹤0.01%
544
MRSH
639
Marsh
MRSH
$89.6B
$8.35K ﹤0.01%
45
UBER icon
640
Uber
UBER
$155B
$8.17K ﹤0.01%
100
EW icon
641
Edwards Lifesciences
EW
$48.7B
$8.01K ﹤0.01%
94
PSKY
642
Paramount Skydance Corp
PSKY
$13B
$7.95K ﹤0.01%
+593
JEPI icon
643
JPMorgan Equity Premium Income ETF
JEPI
$44B
$7.67K ﹤0.01%
+134
INVH icon
644
Invitation Homes
INVH
$16.1B
$7.53K ﹤0.01%
271
OGN icon
645
Organon & Co
OGN
$1.75B
$7.47K ﹤0.01%
1,042
-20
COIN icon
646
Coinbase
COIN
$54.3B
$7.46K ﹤0.01%
33
LPL icon
647
LG Display
LPL
$3.96B
$7.16K ﹤0.01%
1,700
-3,600
RR icon
648
Richtech Robotics
RR
$541M
$7.07K ﹤0.01%
2,189
ABT icon
649
Abbott
ABT
$193B
$7.02K ﹤0.01%
56
IEX icon
650
IDEX
IEX
$15.1B
$6.94K ﹤0.01%
39
24 25
26
27 28