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
651
$9.01K ﹤0.01%
68
652
$8.99K ﹤0.01%
69
653
$8.99K ﹤0.01%
150
654
$8.66K ﹤0.01%
213
655
$8.63K ﹤0.01%
+228
656
$8.47K ﹤0.01%
65
-2,037
657
$8.43K ﹤0.01%
74
+11
658
$8.42K ﹤0.01%
1,200
659
$8.38K ﹤0.01%
1,300
660
$8.33K ﹤0.01%
9
661
$8.33K ﹤0.01%
676
662
$8.16K ﹤0.01%
29
663
$7.98K ﹤0.01%
75
664
$7.95K ﹤0.01%
271
665
$7.87K ﹤0.01%
800
666
$7.82K ﹤0.01%
+531
667
$7.8K ﹤0.01%
82
+59
668
$7.72K ﹤0.01%
200
669
$7.71K ﹤0.01%
60
670
$7.5K ﹤0.01%
56
671
$7.47K ﹤0.01%
10
-10
672
$7.38K ﹤0.01%
1,500
673
$7.38K ﹤0.01%
50
674
$7.31K ﹤0.01%
94
675
$7.16K ﹤0.01%
253
25 26
27
28 29