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
CNI icon
676
Canadian National Railway
CNI
$67.1B
$5.63K ﹤0.01%
57
KGC icon
677
Kinross Gold
KGC
$39.3B
$5.63K ﹤0.01%
200
UAL icon
678
United Airlines
UAL
$30.9B
$5.59K ﹤0.01%
50
BTX
679
BlackRock Technology and Private Equity Term Trust
BTX
$762M
$5.59K ﹤0.01%
848
SSP icon
680
E.W. Scripps
SSP
$392M
$5.57K ﹤0.01%
1,397
KMI icon
681
Kinder Morgan
KMI
$74.3B
$5.55K ﹤0.01%
202
SOLS
682
Solstice Advanced Materials
SOLS
$12.2B
$5.54K ﹤0.01%
+114
SON icon
683
Sonoco
SON
$5.3B
$5.41K ﹤0.01%
124
LUNR icon
684
Intuitive Machines
LUNR
$2.51B
$5.28K ﹤0.01%
325
VEON icon
685
VEON
VEON
$3.67B
$5.26K ﹤0.01%
100
TDAY
686
USA Today Co
TDAY
$944M
$5.25K ﹤0.01%
1,019
ELF icon
687
e.l.f. Beauty
ELF
$4.87B
$5.17K ﹤0.01%
68
UHS icon
688
Universal Health Services
UHS
$12B
$5.01K ﹤0.01%
23
USAR
689
USA Rare Earth Inc
USAR
$4.16B
$4.94K ﹤0.01%
+415
HBB icon
690
Hamilton Beach Brands
HBB
$236M
$4.93K ﹤0.01%
300
REET icon
691
iShares Global REIT ETF
REET
$4.68B
$4.92K ﹤0.01%
197
BINC icon
692
BlackRock Flexible Income ETF
BINC
$17.2B
$4.91K ﹤0.01%
93
MGA icon
693
Magna International
MGA
$17B
$4.9K ﹤0.01%
92
ERIC icon
694
Ericsson
ERIC
$37.5B
$4.83K ﹤0.01%
500
-44,183
UDR icon
695
UDR
UDR
$12.4B
$4.77K ﹤0.01%
130
FREL icon
696
Fidelity MSCI Real Estate Index ETF
FREL
$1.4B
$4.76K ﹤0.01%
177
REZ icon
697
iShares Residential and Multisector Real Estate ETF
REZ
$840M
$4.71K ﹤0.01%
57
AWK icon
698
American Water Works
AWK
$26.3B
$4.7K ﹤0.01%
36
SLQD icon
699
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$4.66K ﹤0.01%
92
BBRE icon
700
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.12B
$4.63K ﹤0.01%
50