IRC

Investors Research Corp Portfolio holdings

AUM $540M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$1.15M
3 +$1.07M
4
SPTN
SpartanNash
SPTN
+$950K
5
VIV icon
Telefônica Brasil
VIV
+$853K

Sector Composition

1 Financials 6.05%
2 Consumer Discretionary 5.14%
3 Technology 4.56%
4 Materials 3.03%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NUS icon
651
Nu Skin
NUS
$448M
$12.1K ﹤0.01%
1,515
SOUN icon
652
SoundHound AI
SOUN
$6.04B
$12K ﹤0.01%
1,122
MAGN
653
Magnera Corp
MAGN
$316M
$12K ﹤0.01%
991
EPC icon
654
Edgewell Personal Care
EPC
$870M
$11.7K ﹤0.01%
500
SCHE icon
655
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$11.6K ﹤0.01%
385
COIN icon
656
Coinbase
COIN
$85.7B
$11.6K ﹤0.01%
33
FNDE icon
657
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$11.5K ﹤0.01%
349
LFUS icon
658
Littelfuse
LFUS
$6.05B
$11.3K ﹤0.01%
50
FERG icon
659
Ferguson
FERG
$50.1B
$11.3K ﹤0.01%
52
FVC icon
660
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$112M
$11.1K ﹤0.01%
312
BAH icon
661
Booz Allen Hamilton
BAH
$10.6B
$11K ﹤0.01%
106
HNDL icon
662
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
$10.9K ﹤0.01%
503
AMGN icon
663
Amgen
AMGN
$172B
$10.9K ﹤0.01%
39
TOL icon
664
Toll Brothers
TOL
$12.9B
$10.6K ﹤0.01%
93
IEF icon
665
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$10.4K ﹤0.01%
109
+8
OGN icon
666
Organon & Co
OGN
$2B
$10.3K ﹤0.01%
1,062
AAL icon
667
American Airlines Group
AAL
$8.79B
$10K ﹤0.01%
891
NEXA icon
668
Nexa Resources
NEXA
$695M
$9.92K ﹤0.01%
2,000
MMC icon
669
Marsh & McLennan
MMC
$88.2B
$9.84K ﹤0.01%
45
SMCI icon
670
Super Micro Computer
SMCI
$23.9B
$9.8K ﹤0.01%
200
XEL icon
671
Xcel Energy
XEL
$47.9B
$9.67K ﹤0.01%
142
XLRE icon
672
Real Estate Select Sector SPDR Fund
XLRE
$7.69B
$9.61K ﹤0.01%
232
MATW icon
673
Matthews International
MATW
$708M
$9.56K ﹤0.01%
400
BST icon
674
BlackRock Science and Technology Trust
BST
$1.43B
$9.54K ﹤0.01%
+250
UBER icon
675
Uber
UBER
$196B
$9.33K ﹤0.01%
100