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
701
$5.78K ﹤0.01%
+101
702
$5.72K ﹤0.01%
202
703
$5.68K ﹤0.01%
848
704
$5.59K ﹤0.01%
216
705
$5.59K ﹤0.01%
+32
706
$5.58K ﹤0.01%
150
707
$5.57K ﹤0.01%
200
708
$5.5K ﹤0.01%
287
709
$5.45K ﹤0.01%
900
710
$5.44K ﹤0.01%
100
711
$5.39K ﹤0.01%
47
712
$5.38K ﹤0.01%
57
713
$5.34K ﹤0.01%
124
714
$5.04K ﹤0.01%
197
+1
715
$5.01K ﹤0.01%
36
716
$4.98K ﹤0.01%
198
717
$4.97K ﹤0.01%
+200
718
$4.95K ﹤0.01%
93
719
$4.95K ﹤0.01%
68
+55
720
$4.92K ﹤0.01%
177
+1
721
$4.9K ﹤0.01%
302
722
$4.84K ﹤0.01%
130
723
$4.84K ﹤0.01%
57
+1
724
$4.83K ﹤0.01%
50
-600
725
$4.8K ﹤0.01%
8
27 28
29
30 31