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
676
$7.01K ﹤0.01%
200
677
$6.71K ﹤0.01%
131
+88
678
$6.71K ﹤0.01%
72
679
$6.67K ﹤0.01%
+26
680
$6.66K ﹤0.01%
33
681
$6.58K ﹤0.01%
1,700
682
$6.56K ﹤0.01%
84
-2
683
$6.5K ﹤0.01%
25
684
$6.49K ﹤0.01%
73
685
$6.49K ﹤0.01%
120
686
$6.44K ﹤0.01%
189
687
$6.44K ﹤0.01%
52
688
$6.35K ﹤0.01%
39
689
$6.3K ﹤0.01%
56
690
$6.1K ﹤0.01%
1,004
691
$6.08K ﹤0.01%
163
692
$6.07K ﹤0.01%
155
693
$6.05K ﹤0.01%
54
694
$6.04K ﹤0.01%
35
695
$6.01K ﹤0.01%
63
696
$6.01K ﹤0.01%
1,000
697
$5.94K ﹤0.01%
86
698
$5.89K ﹤0.01%
22
699
$5.79K ﹤0.01%
+152
700
$5.79K ﹤0.01%
57
26 27
28
29 30