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 Buys

1
+$963K
2
+$950K
3
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

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
SCHR icon
701
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$4.51K ﹤0.01%
180
-18
IYR icon
702
iShares US Real Estate ETF
IYR
$4.17B
$4.51K ﹤0.01%
48
FE icon
703
FirstEnergy
FE
$29.1B
$4.48K ﹤0.01%
100
NGVT icon
704
Ingevity
NGVT
$2.42B
$4.44K ﹤0.01%
75
RWR icon
705
State Street SPDR Dow Jones REIT ETF
RWR
$1.71B
$4.42K ﹤0.01%
45
ICF icon
706
iShares Select U.S. REIT ETF
ICF
$2.08B
$4.36K ﹤0.01%
73
BAH icon
707
Booz Allen Hamilton
BAH
$9.62B
$4.3K ﹤0.01%
51
-55
SRVR icon
708
Pacer Data & Infrastructure Real Estate ETF
SRVR
$369M
$4.3K ﹤0.01%
150
DWAS icon
709
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$377M
$4.26K ﹤0.01%
44
PCEF icon
710
Invesco CEF Income Composite ETF
PCEF
$803M
$4.23K ﹤0.01%
213
NLY icon
711
Annaly Capital Management
NLY
$16.5B
$4.18K ﹤0.01%
187
SPSM icon
712
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.4B
$4.08K ﹤0.01%
87
MKTX icon
713
MarketAxess Holdings
MKTX
$6.56B
$3.99K ﹤0.01%
22
REM icon
714
iShares Mortgage Real Estate ETF
REM
$588M
$3.95K ﹤0.01%
178
LPG icon
715
Dorian LPG
LPG
$1.52B
$3.89K ﹤0.01%
160
CLX icon
716
Clorox
CLX
$13.7B
$3.87K ﹤0.01%
38
AMT icon
717
American Tower
AMT
$87.8B
$3.86K ﹤0.01%
22
-87
STRZ
718
Starz Entertainment Corp
STRZ
$229M
$3.69K ﹤0.01%
315
-216
VGLT icon
719
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$3.68K ﹤0.01%
66
SBAC icon
720
SBA Communications
SBAC
$20.9B
$3.67K ﹤0.01%
19
BBAI icon
721
BigBear.ai
BBAI
$1.85B
$3.66K ﹤0.01%
678
AMCR icon
722
Amcor
AMCR
$20.2B
$3.65K ﹤0.01%
87
MTH icon
723
Meritage Homes
MTH
$4.61B
$3.55K ﹤0.01%
54
IIM icon
724
Invesco Value Municipal Income Trust
IIM
$610M
$3.38K ﹤0.01%
274
CHWY icon
725
Chewy
CHWY
$10.8B
$3.31K ﹤0.01%
100
27 28
29
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