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
$354M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.26M
3
+$1.23M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.23M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.22M

Top Sells

1
+$1.96M
2
+$1.56M
3
+$941K
4
EQNR icon
Equinor
EQNR
+$919K
5
NLSN
Nielsen Holdings plc
NLSN
+$705K

Sector Composition

1 Financials 9.38%
2 Consumer Discretionary 8.59%
3 Technology 6.73%
4 Industrials 6.23%
5 Materials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K ﹤0.01%
1,600
677
$17K ﹤0.01%
1,500
678
$17K ﹤0.01%
500
679
$17K ﹤0.01%
1,400
680
$17K ﹤0.01%
51
681
$17K ﹤0.01%
1,100
682
$17K ﹤0.01%
74
+14
683
$17K ﹤0.01%
654
684
$16K ﹤0.01%
62
685
$16K ﹤0.01%
500
+350
686
$16K ﹤0.01%
3,000
687
$16K ﹤0.01%
1,462
688
$16K ﹤0.01%
508
689
$16K ﹤0.01%
1,000
690
$16K ﹤0.01%
1,109
691
$16K ﹤0.01%
1,200
692
$16K ﹤0.01%
1,400
693
$16K ﹤0.01%
120
694
$16K ﹤0.01%
500
695
$16K ﹤0.01%
199
696
$16K ﹤0.01%
779
697
$15K ﹤0.01%
138
698
$15K ﹤0.01%
504
699
$15K ﹤0.01%
800
700
$15K ﹤0.01%
2,762
26 27
28
29 30