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
SPMD icon
701
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$5.78K ﹤0.01%
+101
KMI icon
702
Kinder Morgan
KMI
$62.2B
$5.72K ﹤0.01%
202
BTX
703
BlackRock Technology and Private Equity Term Trust
BTX
$805M
$5.68K ﹤0.01%
848
FTGC icon
704
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1.91B
$5.59K ﹤0.01%
216
VOE icon
705
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$5.59K ﹤0.01%
+32
BME icon
706
BlackRock Health Sciences Trust
BME
$539M
$5.58K ﹤0.01%
150
ODP
707
DELISTED
ODP
ODP
$5.57K ﹤0.01%
200
DOC icon
708
Healthpeak Properties
DOC
$12.4B
$5.5K ﹤0.01%
287
OIS icon
709
Oil States International
OIS
$489M
$5.45K ﹤0.01%
900
VEON icon
710
VEON
VEON
$3.76B
$5.44K ﹤0.01%
100
WEC icon
711
WEC Energy
WEC
$35.3B
$5.39K ﹤0.01%
47
CNI icon
712
Canadian National Railway
CNI
$61.6B
$5.38K ﹤0.01%
57
SON icon
713
Sonoco
SON
$4.8B
$5.34K ﹤0.01%
124
REET icon
714
iShares Global REIT ETF
REET
$4.48B
$5.04K ﹤0.01%
197
+1
AWK icon
715
American Water Works
AWK
$26B
$5.01K ﹤0.01%
36
SCHR icon
716
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$4.98K ﹤0.01%
198
KGC icon
717
Kinross Gold
KGC
$40.6B
$4.97K ﹤0.01%
+200
BINC icon
718
BlackRock Flexible Income ETF
BINC
$15.7B
$4.95K ﹤0.01%
93
IAU icon
719
iShares Gold Trust
IAU
$72.4B
$4.95K ﹤0.01%
68
+55
FREL icon
720
Fidelity MSCI Real Estate Index ETF
FREL
$1.14B
$4.92K ﹤0.01%
177
+1
KVUE icon
721
Kenvue
KVUE
$33B
$4.9K ﹤0.01%
302
UDR icon
722
UDR
UDR
$12.4B
$4.84K ﹤0.01%
130
REZ icon
723
iShares Residential and Multisector Real Estate ETF
REZ
$804M
$4.84K ﹤0.01%
57
+1
UAL icon
724
United Airlines
UAL
$36.7B
$4.83K ﹤0.01%
50
-600
QQQ icon
725
Invesco QQQ Trust
QQQ
$409B
$4.8K ﹤0.01%
8