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
$523M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.51M
3
+$1.23M
4
BR icon
Broadridge
BR
+$1.2M
5
VICI icon
VICI Properties
VICI
+$1.2M

Top Sells

1
+$16M
2
+$2.06M
3
+$1.84M
4
CNQ icon
Canadian Natural Resources
CNQ
+$1.78M
5
INTC icon
Intel
INTC
+$1.51M

Sector Composition

1 Financials 4.14%
2 Technology 4.13%
3 Consumer Discretionary 3.61%
4 Consumer Staples 2.52%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARM icon
626
Arm
ARM
$209B
$4.54K ﹤0.01%
30
ICF icon
627
iShares Select U.S. REIT ETF
ICF
$2.07B
$4.52K ﹤0.01%
73
SCHR icon
628
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$4.48K ﹤0.01%
180
SBAC icon
629
SBA Communications
SBAC
$22.6B
$4.47K ﹤0.01%
26
+7
UDR icon
630
UDR
UDR
$11.5B
$4.39K ﹤0.01%
130
DWAS icon
631
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$409M
$4.33K ﹤0.01%
44
ETN icon
632
Eaton
ETN
$161B
$4.29K ﹤0.01%
+12
SPSM icon
633
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.1B
$4.2K ﹤0.01%
87
UHS icon
634
Universal Health Services
UHS
$10.9B
$4.12K ﹤0.01%
23
PCEF icon
635
Invesco CEF Income Composite ETF
PCEF
$824M
$4.01K ﹤0.01%
213
CLX icon
636
Clorox
CLX
$12B
$3.98K ﹤0.01%
38
NLY icon
637
Annaly Capital Management
NLY
$16.3B
$3.96K ﹤0.01%
187
ROK icon
638
Rockwell Automation
ROK
$46.1B
$3.95K ﹤0.01%
+11
IEF icon
639
iShares 7-10 Year Treasury Bond ETF
IEF
$48.6B
$3.91K ﹤0.01%
41
-60
REM icon
640
iShares Mortgage Real Estate ETF
REM
$583M
$3.82K ﹤0.01%
178
VGLT icon
641
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$3.65K ﹤0.01%
66
AA icon
642
Alcoa
AA
$18.1B
$3.65K ﹤0.01%
55
-3,783
MKTX icon
643
MarketAxess Holdings
MKTX
$5.84B
$3.63K ﹤0.01%
22
STRZ
644
Starz Entertainment Corp
STRZ
$314M
$3.62K ﹤0.01%
315
WBD icon
645
Warner Bros
WBD
$68.5B
$3.57K ﹤0.01%
130
-3,982
GEV icon
646
GE Vernova
GEV
$303B
$3.49K ﹤0.01%
+4
AMCR icon
647
Amcor
AMCR
$18.6B
$3.46K ﹤0.01%
87
HAL icon
648
Halliburton
HAL
$32.7B
$3.43K ﹤0.01%
88
-2,134
ASTS icon
649
AST SpaceMobile
ASTS
$24.8B
$3.4K ﹤0.01%
41
+31
AZO icon
650
AutoZone
AZO
$59.4B
$3.38K ﹤0.01%
+1
24 25
26
27 28