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 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
JBLU icon
651
JetBlue
JBLU
$1.69B
$6.83K ﹤0.01%
1,500
MP icon
652
MP Materials
MP
$10.4B
$6.82K ﹤0.01%
135
+105
LCUT icon
653
Lifetime Brands
LCUT
$71.8M
$6.71K ﹤0.01%
1,700
BIV icon
654
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$6.54K ﹤0.01%
84
MTUM icon
655
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$6.51K ﹤0.01%
26
MASI icon
656
Masimo
MASI
$9.16B
$6.5K ﹤0.01%
50
AAAU icon
657
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.14B
$6.47K ﹤0.01%
152
IGIB icon
658
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$6.47K ﹤0.01%
120
AEP icon
659
American Electric Power
AEP
$71.4B
$6.46K ﹤0.01%
56
DCH
660
Dauch Corp
DCH
$1.38B
$6.41K ﹤0.01%
1,000
HUM icon
661
Humana
HUM
$21.8B
$6.4K ﹤0.01%
25
SAMT icon
662
Strategas Macro Thematic Opportunities ETF
SAMT
$479M
$6.28K ﹤0.01%
163
BME icon
663
BlackRock Health Sciences Trust
BME
$532M
$6.17K ﹤0.01%
150
OIS icon
664
Oil States International
OIS
$744M
$6.09K ﹤0.01%
900
GNTX icon
665
Gentex
GNTX
$4.85B
$5.89K ﹤0.01%
253
SMCI icon
666
Super Micro Computer
SMCI
$19.3B
$5.85K ﹤0.01%
200
HOV icon
667
Hovnanian Enterprises
HOV
$672M
$5.85K ﹤0.01%
60
SPMD icon
668
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.2B
$5.85K ﹤0.01%
101
QQQE icon
669
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.17B
$5.83K ﹤0.01%
57
WMG icon
670
Warner Music
WMG
$15.2B
$5.8K ﹤0.01%
189
ESS icon
671
Essex Property Trust
ESS
$16.7B
$5.76K ﹤0.01%
22
CMG icon
672
Chipotle Mexican Grill
CMG
$48.3B
$5.74K ﹤0.01%
155
CAT icon
673
Caterpillar
CAT
$329B
$5.73K ﹤0.01%
+10
VOE icon
674
Vanguard Mid-Cap Value ETF
VOE
$21.6B
$5.68K ﹤0.01%
32
EOG icon
675
EOG Resources
EOG
$70.3B
$5.67K ﹤0.01%
54