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
IIM icon
651
Invesco Value Municipal Income Trust
IIM
$572M
$3.33K ﹤0.01%
274
STX icon
652
Seagate
STX
$129B
$3.13K ﹤0.01%
+8
XLP icon
653
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$3.12K ﹤0.01%
38
-459
VNQ icon
654
Vanguard Real Estate ETF
VNQ
$36.7B
$3.1K ﹤0.01%
35
COF icon
655
Capital One
COF
$123B
$3.1K ﹤0.01%
+17
FTV icon
656
Fortive
FTV
$18.8B
$3.1K ﹤0.01%
56
TIP icon
657
iShares TIPS Bond ETF
TIP
$14.6B
$3.09K ﹤0.01%
28
MTUS icon
658
Metallus
MTUS
$802M
$3.06K ﹤0.01%
187
KGC icon
659
Kinross Gold
KGC
$38.8B
$3.05K ﹤0.01%
100
-100
JEPQ icon
660
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.6B
$3K ﹤0.01%
54
PPG icon
661
PPG Industries
PPG
$25B
$2.99K ﹤0.01%
28
WAT icon
662
Waters Corp
WAT
$31B
$2.98K ﹤0.01%
+10
MRVL icon
663
Marvell Technology
MRVL
$140B
$2.97K ﹤0.01%
30
TER icon
664
Teradyne
TER
$61.2B
$2.96K ﹤0.01%
+10
ALGM icon
665
Allegro MicroSystems
ALGM
$8.12B
$2.93K ﹤0.01%
+93
ALGN icon
666
Align Technology
ALGN
$13.9B
$2.91K ﹤0.01%
17
EBND icon
667
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.34B
$2.87K ﹤0.01%
139
EUAD
668
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.25B
$2.86K ﹤0.01%
70
HPE icon
669
Hewlett Packard
HPE
$37.1B
$2.79K ﹤0.01%
+117
SUI icon
670
Sun Communities
SUI
$15.9B
$2.77K ﹤0.01%
+22
VTRS icon
671
Viatris
VTRS
$17.2B
$2.76K ﹤0.01%
204
-6,425
GOOS
672
Canada Goose Holdings
GOOS
$1.17B
$2.75K ﹤0.01%
251
CHWY icon
673
Chewy
CHWY
$11B
$2.7K ﹤0.01%
100
XBI icon
674
State Street SPDR S&P Biotech ETF
XBI
$8.87B
$2.68K ﹤0.01%
21
ELF icon
675
e.l.f. Beauty
ELF
$3.89B
$2.67K ﹤0.01%
44
-24
25 26
27
28 29