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
ESGE icon
676
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$9.21K ﹤0.01%
235
FTHI icon
677
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.59B
$9.09K ﹤0.01%
398
CUBE icon
678
CubeSmart
CUBE
$8.56B
$9.05K ﹤0.01%
213
XSOE icon
679
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.14B
$8.96K ﹤0.01%
260
TRP icon
680
TC Energy
TRP
$54.4B
$8.93K ﹤0.01%
183
COST icon
681
Costco
COST
$409B
$8.91K ﹤0.01%
+9
INVH icon
682
Invitation Homes
INVH
$17.2B
$8.89K ﹤0.01%
271
AMCX icon
683
AMC Networks
AMCX
$326M
$8.78K ﹤0.01%
1,400
CMG icon
684
Chipotle Mexican Grill
CMG
$40.3B
$8.7K ﹤0.01%
155
LCUT icon
685
Lifetime Brands
LCUT
$69.3M
$8.67K ﹤0.01%
1,700
BHC icon
686
Bausch Health
BHC
$2.46B
$8.66K ﹤0.01%
1,300
BRSL
687
Brightstar Lottery PLC
BRSL
$3.14B
$8.6K ﹤0.01%
544
FPXI icon
688
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$159M
$8.47K ﹤0.01%
+150
ELF icon
689
e.l.f. Beauty
ELF
$4.75B
$8.46K ﹤0.01%
68
MASI icon
690
Masimo
MASI
$7.69B
$8.41K ﹤0.01%
50
GSLC icon
691
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$8.38K ﹤0.01%
69
PDP icon
692
Invesco Dorsey Wright Momentum ETF
PDP
$1.37B
$8.14K ﹤0.01%
75
GIFI icon
693
Gulf Island Fabrication
GIFI
$189M
$7.98K ﹤0.01%
1,200
SPR icon
694
Spirit AeroSystems
SPR
$4.18B
$7.63K ﹤0.01%
200
ABT icon
695
Abbott
ABT
$220B
$7.62K ﹤0.01%
56
EWBC icon
696
East-West Bancorp
EWBC
$14.3B
$7.57K ﹤0.01%
75
DIA icon
697
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
$7.49K ﹤0.01%
17
EFV icon
698
iShares MSCI EAFE Value ETF
EFV
$28.1B
$7.36K ﹤0.01%
116
EW icon
699
Edwards Lifesciences
EW
$48.4B
$7.35K ﹤0.01%
94
RYAM icon
700
Rayonier Advanced Materials
RYAM
$409M
$7.32K ﹤0.01%
1,900