IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
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 Sells

1 +$1.88M
2 +$1.25M
3 +$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

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
DVN icon
676
Devon Energy
DVN
$22.7B
$7.01K ﹤0.01%
200
IAGG icon
677
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$6.71K ﹤0.01%
131
+88
ETR icon
678
Entergy
ETR
$43.1B
$6.71K ﹤0.01%
72
MTUM icon
679
iShares MSCI USA Momentum Factor ETF
MTUM
$21.4B
$6.67K ﹤0.01%
+26
EA icon
680
Electronic Arts
EA
$51.1B
$6.66K ﹤0.01%
33
LCUT icon
681
Lifetime Brands
LCUT
$88.4M
$6.58K ﹤0.01%
1,700
BIV icon
682
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$6.56K ﹤0.01%
84
-2
HUM icon
683
Humana
HUM
$32.9B
$6.5K ﹤0.01%
25
DGRW icon
684
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$6.49K ﹤0.01%
73
IGIB icon
685
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$6.49K ﹤0.01%
120
WMG icon
686
Warner Music
WMG
$16B
$6.44K ﹤0.01%
189
MKSI icon
687
MKS Inc
MKSI
$13.7B
$6.44K ﹤0.01%
52
IEX icon
688
IDEX
IEX
$14.7B
$6.35K ﹤0.01%
39
AEP icon
689
American Electric Power
AEP
$64.1B
$6.3K ﹤0.01%
56
SNCR icon
690
Synchronoss Technologies
SNCR
$100M
$6.1K ﹤0.01%
1,004
SAMT icon
691
Strategas Macro Thematic Opportunities ETF
SAMT
$435M
$6.08K ﹤0.01%
163
CMG icon
692
Chipotle Mexican Grill
CMG
$52.8B
$6.07K ﹤0.01%
155
EOG icon
693
EOG Resources
EOG
$57.1B
$6.05K ﹤0.01%
54
RJF icon
694
Raymond James Financial
RJF
$33.9B
$6.04K ﹤0.01%
35
DEO icon
695
Diageo
DEO
$49.2B
$6.01K ﹤0.01%
63
AXL icon
696
American Axle
AXL
$914M
$6.01K ﹤0.01%
1,000
LRGF icon
697
iShares US Equity Factor ETF
LRGF
$3.08B
$5.94K ﹤0.01%
86
ESS icon
698
Essex Property Trust
ESS
$16.6B
$5.89K ﹤0.01%
22
AAAU icon
699
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.72B
$5.79K ﹤0.01%
+152
QQQE icon
700
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$5.79K ﹤0.01%
57