IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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
+$1.26M
2
+$1.07M
3
+$793K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$764K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$759K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

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
MAGN
626
Magnera Corp
MAGN
$502M
$11.3K ﹤0.01%
968
-23
OGN icon
627
Organon & Co
OGN
$2.28B
$11.3K ﹤0.01%
1,062
HNDL icon
628
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$644M
$11.2K ﹤0.01%
503
FNDX icon
629
Schwab Fundamental US Large Company Index ETF
FNDX
$23.1B
$11.2K ﹤0.01%
426
-165
AVY icon
630
Avery Dennison
AVY
$14.6B
$11.2K ﹤0.01%
69
COIN icon
631
Coinbase
COIN
$65B
$11.1K ﹤0.01%
33
AMGN icon
632
Amgen
AMGN
$178B
$11K ﹤0.01%
39
YUM icon
633
Yum! Brands
YUM
$44.5B
$10.8K ﹤0.01%
+71
TEF icon
634
Telefonica
TEF
$21.5B
$10.7K ﹤0.01%
2,115
-90,871
BAH icon
635
Booz Allen Hamilton
BAH
$11.8B
$10.6K ﹤0.01%
106
BST icon
636
BlackRock Science and Technology Trust
BST
$1.42B
$10.3K ﹤0.01%
250
ESGE icon
637
iShares ESG Aware MSCI EM ETF
ESGE
$5.9B
$10.2K ﹤0.01%
235
EPC icon
638
Edgewell Personal Care
EPC
$872M
$10.2K ﹤0.01%
500
AAL icon
639
American Airlines Group
AAL
$10.1B
$10K ﹤0.01%
891
NEXA icon
640
Nexa Resources
NEXA
$1.56B
$9.98K ﹤0.01%
2,000
VNQI icon
641
Vanguard Global ex-US Real Estate ETF
VNQI
$3.66B
$9.98K ﹤0.01%
209
-1,071
UBER icon
642
Uber
UBER
$176B
$9.8K ﹤0.01%
100
XLRE icon
643
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.74B
$9.77K ﹤0.01%
232
MATW icon
644
Matthews International
MATW
$843M
$9.71K ﹤0.01%
400
SMCI icon
645
Super Micro Computer
SMCI
$19.5B
$9.59K ﹤0.01%
200
RR icon
646
Richtech Robotics
RR
$770M
$9.39K ﹤0.01%
2,189
+2,000
BRSL
647
Brightstar Lottery PLC
BRSL
$2.66B
$9.38K ﹤0.01%
544
EMB icon
648
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$9.14K ﹤0.01%
96
+24
XLP icon
649
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.2B
$9.09K ﹤0.01%
116
-37
MRSH
650
Marsh
MRSH
$89.4B
$9.07K ﹤0.01%
45
24 25
26
27 28