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
701
$15K ﹤0.01%
150
+135
702
$15K ﹤0.01%
291
703
$15K ﹤0.01%
1,800
704
$15K ﹤0.01%
509
+9
705
$15K ﹤0.01%
200
706
$15K ﹤0.01%
300
707
$14K ﹤0.01%
101
708
$14K ﹤0.01%
2,188
709
$14K ﹤0.01%
+363
710
$14K ﹤0.01%
100
711
$14K ﹤0.01%
398
712
$14K ﹤0.01%
605
713
$14K ﹤0.01%
1,200
714
$14K ﹤0.01%
50
715
$14K ﹤0.01%
+372
716
$14K ﹤0.01%
56
717
$14K ﹤0.01%
498
718
$13K ﹤0.01%
136
719
$13K ﹤0.01%
+81
720
$13K ﹤0.01%
+177
721
$13K ﹤0.01%
215
722
$13K ﹤0.01%
395
+41
723
$13K ﹤0.01%
800
724
$13K ﹤0.01%
316
725
$13K ﹤0.01%
375
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