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
626
$11.3K ﹤0.01%
968
-23
627
$11.3K ﹤0.01%
1,062
628
$11.2K ﹤0.01%
503
629
$11.2K ﹤0.01%
426
-165
630
$11.2K ﹤0.01%
69
631
$11.1K ﹤0.01%
33
632
$11K ﹤0.01%
39
633
$10.8K ﹤0.01%
+71
634
$10.7K ﹤0.01%
2,115
-90,871
635
$10.6K ﹤0.01%
106
636
$10.3K ﹤0.01%
250
637
$10.2K ﹤0.01%
235
638
$10.2K ﹤0.01%
500
639
$10K ﹤0.01%
891
640
$9.98K ﹤0.01%
2,000
641
$9.98K ﹤0.01%
209
-1,071
642
$9.8K ﹤0.01%
100
643
$9.77K ﹤0.01%
232
644
$9.71K ﹤0.01%
400
645
$9.59K ﹤0.01%
200
646
$9.39K ﹤0.01%
2,189
+2,000
647
$9.38K ﹤0.01%
544
648
$9.14K ﹤0.01%
96
+24
649
$9.09K ﹤0.01%
116
-37
650
$9.07K ﹤0.01%
45
24 25
26
27 28